Users with the Community Administrator or Community Supplier Administrator role can enable Supplier Self-Registration.
The supplier self-registration feature enables suppliers to register using your community's personalized link. And provide the required information enabled under the Default Supplier Settings.
| Note: The Default Supplier Settings will be utilized, when sending supplier invitations from the Invitations tab on the Manage Suppliers screen. |
Default Supplier Settings
To enable your community default supplier settings, go to the Administration module > Suppliers > Registration tab > customize community settings under Default Supplier Settings header.
The information below will provide setting details.
| Field | Description |
| Require Company Profile | If enabled, suppliers are instructed that they must complete their Company Profile before they will be connected to the community for trading. |
| Require Bank Account | If enabled, suppliers are instructed that they must provide their bank account details before they will be connected to the community for trading. |
| Require Bank Account Proof | If enabled, suppliers are instructed that they must provide their bank account proof (e.g. a bank statement or Deposit slip) before they will be connected to the community for trading. |
| Require Tax Profile | If enabled, suppliers are instructed that they must complete their W9 / W8 tax profile before they will be connected to the community for trading (this is US only). |
| Require Premium |
If enabled, suppliers are instructed that the community would like them to register and upgrade to Premium. |
| Require Insurance Certificate |
If Enabled suppliers are instructed that they must upload an Insurance Certificate before they will be connected to the community for trading. |
| Auto Connect Supplier | If enabled, suppliers will be automatically connected to the community when the above criteria are met. This is disabled by default meaning suppliers need to be connected manually from the Manage Suppliers screen. |
| Allow Foreign Currencies | If enabled, suppliers can change the transacting currency on the self-register page. If your Community does not allow transacting in other currencies, this can be Disabled and suppliers registering cannot change the default currency of the Community. |
Customize Description
The Description field allows the community to customize the information displayed in a pop-up box when suppliers land on the registration screen.
Users can insert the community's customized message in the text box. The message can be previewed, by selecting Preview under the text box. For formatting options, view the Markup guide by selecting Help under the text box.
Supplier Self-Registration
To enable supplier self-registration, click the Enable Supplier Self-Registration box.
Scroll to the bottom of the screen > click Save. Once saved, the self-registration page can be previewed by clicking the Self-Register link.