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Add a Supplier to a Survey (Recipient Tab)

Steps to add suppliers to a survey from the recipient list tab

Overview

As a buyer (Global Admin or Group Admin), add suppliers from the recipient list tab on the survey detail screen.

Prerequisites

  • You must be logged in with Global Admin or Group Admin privileges.
  • The supplier to add must have "Active" status.

Steps

  1. Open the "Recipient List" tab on the survey detail screen.
  2. Click the "Add Supplier" button.
  3. Select the suppliers to add.
  4. Confirm the addition.

Result

The suppliers are added to the recipient list.

Notes

  • Group Admins cannot add suppliers outside their assigned groups.
  • If the survey is in progress, a survey start email is sent upon addition.