Users in Coupa Supplier Portal
The initial account you linked to the CSP with is the admin account. When you are linked to CSP, you should be able to add other users from the company. Each user can be assigned different roles. You can create a user that has only access to creating invoices, another one to fill out external forms / supplier updates. To do so, in the Set Up , you can click "Invite Users" and choose which permissions you want to give them:
Please enter the necessary information of the new user and adjust the permissions and customers respectively. By clicking "Send invitation" the new user will receive a system email including a link to create a login to your company account.
To deactivate a user from your company account please go to the tab "Admin", choose the respective user and click on "edit". A new window opens where you can either adjust the user's permissions and "save" it or "deactivate user".
Merging Coupa Account
On the left, you can see the admin menu under Set Up. Merge Requests in set-up menu is where you can join 2 entities and can approve these requests in the Merge Suggestions tab.
Multi-Factor Authentication
Due to security measures, when adding sensitive information like bank / payment details in the external form, you will be prompted to add multi-factor authentication. If the multi-factor authentication is not set-up, you need to go CSP > Account Settings > Security & Multi Factor Authentication and connect your chosen authenticator app with the Coupa Supplier Portal.
Error When Submitting External Form
When you are trying to "Submit" the external form and are getting the error message below, please make sure to scroll down until you find the header of the field that has a * next to it and it is red. Fix the field before trying to submit again.
