Creating Internal Contacts

Contacts are the users that are not registered in the system. Contacts do not have any login ID and cannot perform any tasks in the application. Contacts cannot be assigned any roles or groups. Internal contacts are buyer users. Internal users with administrative privileges can create internal contacts. They can link the internal contacts to the internal organizations. Applications such as Emptoris® Contract Management can use internal contacts.

Procedure

To create an internal contact, complete the following steps:

  1. From the Administration tab, click Users > All Users and Contacts > Create.
  2. Enter the user information.
  3. From the Type list, select Internal Contact.
  4. Select the organization to be assigned
  5. Enter the phone numbers, email addresses, street address, and PO box address.
  6. Click Save.
    Note: "Unaffiliated" contact can be converted into an external contact by selecting the type and specifying a supplier. Refer to the 'User Management Permission' section to review the permissions needed to create and manage External Contacts.