Users and Accounts in Coupa Supplier Portal
User Settings
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 Accounts
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.
