Skip to content
English - United Kingdom
Contact us
  • There are no suggestions because the search field is empty.

Adding and managing supply chain

As a paying customer of the Intuety platform, you have full access to add your entire supply chain to the platform when they are working on your projects.

Setting up your suppliers is super simple. You will need the 'Approver' or any of the 'Admin' roles.

First, login to your Intuety account.

Head over to the 'Supply Chain' page on the left hand menu, it's the one with the handshake icon.

Within the supplier portal, you will see the following:

  • A banner showing recently added suppliers, allowing you to quickly add the supplier to one or multiple projects by clicking the 'add to projects' button.
    • You may dismiss these, should you wish.
    • They will automatically clear from this recently added list after 14 days.
  • A list of your suppliers will show, default sort for this is A-Z and if you would like to sort by Z-A, click the company name header with the arrow. you can also sort by the date they were added to your supplier list on, by clicking the 'Added on' header and it will then show newest to oldest, click again to then show oldest to newest.
  • The list of suppliers will show the company name, their companies house ID, the status of the supplier relationship with your organisation, how many projects of your organisation that supplier belongs too, how many users they have on the platform and the date they were added to your supplier list.
  • The three dots on the far right of each supplier will allow you to 'Remove Supplier' from your supplier list.
  • Click on the row of any supplier to open up the supplier profile where you can see further details of that supplier including a timeline history for that supplier and you can add additional users to that supplier on their behalf.
  • A maximum of 10 suppliers will show in the list by default, then it will move to page two and so on, if you would like to see more than ten in the list, there is a drop down at the bottom next to 'Rows per page' where you can select '10', '20' or '30'. The page scrolling options are on the bottom right hand corner.

Can I add new or more users to a supplier?

you absolutely can add additional new users to your existing suppliers or supply chain companies, simply head to the supply chain portal, search for and click on your chosen supplier and then click on 'Send Invite'. You will then see a modal appear where you will have the option to add one or multiple email addresses for the users you want added to that supplier. These users will then get invites to their email for the setup of their own Intuety account.

How do I add a supplier to my list?

Click on 'Supply Chain' in the right hand menu, with the handshake icon and then click 'Add Supplier'. Search for the company by their name or companies house number. This utilises the companies house API within the UK and will return all active companies.

To help you find the right one, it will also show their registered address.

Once you have found the company, click on the 'Select' button on the right.

You will then choose to add an admin for that organisation by nominating an email address from that supplier, that admin can also invite their own team when they login.

You may 'skip invites for now' which will add this company to your supplier list but will not setup the admin. If the company already exists on the platform with their own users, these users will have the relevant access. They can also add additional users, as can you by following the guide on how to add new users to a supplier.

When you click to 'add supplier' you will receive a confirmation message.

Head back to the 'Supply List' tab and you will now see this supplier appears in both the main list and the 'recently added' banner. From here, you can proceed to add them to one or multiple projects.

Sponsored or 'Non Customer' view of Supply Chain portal.

As a supplier company on the Intuety platform, the supply chain portal will allow you to see all customers you are on the supplier list of.

FAQs:

  1. Question: I can only see a list of suppliers, I cannot do anything?

    1. Answer: If your company are a customer, It is likely you only have the 'author' permissions for your organisation, which gives you full visibility of the list but you cannot add or remove suppliers. Liaise with any approver or an admin within your company to manage this for you.

  2. Question: I am not a paying customer and I am unable to add suppliers at all?
    1. Answer: If you are a sponsored supplier on the Intuety platform, you cannot add your own supply chain to ensure a solid audit trail with correct accountability on projects/sites