Configuration and Setup
Configure all your Supplier Access from your Supplier Data Manager (SDM) interface
General Configuration
- Instructions: Provide a message and include clear instructions for document completion and retrieval timelines. This information will be distributed to all Supplier Access points or specific Supplier Access.
- Video URL (cf video requirement in the dedicated section)
- Document Upload: Upload documents such as templates, legal notices, etc. Supported formats include PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, TXT, CSV, and RTF.
Specific Instructions
To add specific instructions for a supplier, use the "Edit instruction for" select option and choose the relevant Supplier Access. From here, you can write tailored instructions and upload any dedicated files for that supplier.
These specific instructions will be appended to the existing generic instructions, and the uploaded files will be added alongside the files already shared through the generic option, ensuring that all relevant information is available to the supplier.
You can customize the instructional video shown to your suppliers on the portal share page. Videos can be configured at two levels: project-wide or per individual portal.
Video URL Requirements
Important: You must use an embeddable video URL that works in iframes.
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
Priority Order
When a supplier accesses their portal, the system checks for videos 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
Finding Your YouTube Embed URL
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 configuration
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
Need to remove a custom video:
- Simply delete the Video URL
- The system will fall back to the next level (project default or system default)