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How can I assign users to specific suppliers?

This article will explain how you can assign users in your organisation to specific suppliers and how to filter by assigned user.

Kian avatar
Written by Kian
Updated over 5 months ago

You can assign users from your organisation to suppliers to manage ownership and easily filter suppliers by specific users on the supplier list.

How to Assign a User to a Supplier

To assign a user to supplier select Suppliers > All Suppliers from the right-hand sidebar and click into the supplier you would like to assign a user to. In the Overview tab scroll down to where it says Assign to in the right hand side panel.


Filtering Your Supplier List by User

Once you have assigned a user to a/multiple suppliers you can filter by users via your Suppliers List . When on the suppliers page, select + Add Filter and select Assigned to me or Assigned Users depending on which view you wish to apply. In this example, we have selected Assigned to Me this will then apply a view of all suppliers currently assigned to you.


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