Customizing Instructional Videos for Supplier Access Portals

Summary

In Supplier Data Manager (SDM), you can customize the instructional video displayed to your suppliers on their Supplier Access portal. Videos can be configured at two levels: project-wide (default for all portals) or per individual Supplier Access portal.

Video URL requirements

You must use an embeddable video URL that works in iframes. Standard watch or share URLs will not display correctly in the portal.

Supported video platforms

YouTube - ✅ Use: https://www.youtube.com/embed/VIDEO_ID - ❌ Don't use: https://www.youtube.com/watch?v=VIDEO_ID

Vimeo - ✅ Use: https://player.vimeo.com/video/VIDEO_ID - ❌ Don't use: https://vimeo.com/VIDEO_ID

Custom hosting - Direct MP4 links work: https://your-cdn.com/videos/tutorial.mp4

Configuration levels

Project-level video (default for all portals)

To set a default instructional video in Supplier Data Manager that applies to all Supplier Access portals in your project:

  1. Go to Workflows.
  2. Select your workflow.
  3. Click Supplier access in the left navigation.
  4. Click Instructions.
  5. In the Edit instructions for dropdown, keep the default selection All supplier accesses.
  6. Enter your URL in the Video URL field.
  7. Click Update.

The screenshot above shows the Instructions page in Supplier Data Manager with "All supplier accesses" selected in the "Edit instructions for" dropdown and the Video URL field for the project-level video.

All portals in this project will now show your custom video by default.

Portal-level video (override for a specific supplier)

To override the project video for a specific Supplier Access portal in Supplier Data Manager:

  1. Go to Workflows.
  2. Select your workflow.
  3. Click Supplier access in the left navigation.
  4. Click Instructions.
  5. In the Edit instructions for dropdown, select the Supplier Access you want to configure.
  6. Enter your URL in the Video URL field.
  7. Click Update.

The screenshot above shows the Instructions page in Supplier Data Manager with a specific supplier access selected in the "Edit instructions for" dropdown and the Video URL field for that portal.

This portal will now show the custom video instead of the project default.

Priority order

When a supplier accesses their Supplier Data Manager portal, the system checks for a video in this order:

  1. Portal-level video (if configured) ➜ Shows this
  2. Project-level video (if configured) ➜ Falls back to this
  3. Default system video ➜ Final fallback

Use cases

Same video for all suppliers

Configure the video at project level only. All suppliers see the same instructional video.

Different videos per supplier

  1. Configure a general video at project level (default for all portals).
  2. Override with a different video at portal level for specific suppliers who need different instructions.

Finding your YouTube embed URL

To get the embed URL from a YouTube video:

  1. Go to your video on YouTube.
  2. Click Share below the video.
  3. Click Embed.
  4. Copy the URL from the iframe code: <iframe src="https://www.youtube.com/embed/rDp3R7n3S2Y" ...>
  5. Use https://www.youtube.com/embed/rDp3R7n3S2Y in the Video URL field.

Troubleshooting

Video doesn't appear: - Check that you're using an /embed/ URL for YouTube. - Verify the video is publicly accessible (not private).

Video appears on some portals but not others: - Portal-level configuration overrides project-level. - Check if the specific portal has its own Video URL configured under Edit instructions for.

Need to remove a custom video: - Delete the content of the Video URL field and click Update. - The system falls back to the next level (project default or system default).

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