On the page Organisation Profile, you (depending on the permissions of your user) can find the four tabs Organisation profile, Certificates, User management and API Access. These are explained below.
Organisation profile
This tab is used for the definition of your company, mainly via the associated master data. Proceed as follows:
Define the Name of your company.
If required, click on the paper clip in the field Logo to select a company logo on your computer and upload it to your Supplier Account in the Supplier Portal.
Optionally, you can also enter the URL of your Website and the Phone number of your company.
Enter your company address with Street, House number, Postal code, City and Country.
In the Industry field, select and add suitable fields of action for your company from the list by clicking on the dropdown.
Select from the dropdown Type of market operator if your company is an EU market operator or a Non-EU market operator.
If you have made any changes on this tab, finally click on Save at the upper right to apply the changes. Or click on Cancel to discard the changes.
Certificates
You can upload evidence for your company on this tab. To do this, proceed as follows:
Click on Upload file.
A pop-up window appears. First enter a Certificate name here.
Select the appropriate Evidence type from the dropdown.
Define a validity period for the evidence with the two fields Valid from and Valid until. Alternatively use the calendar buttons to select a date.
Drag&drop the evidence file onto the Drop file here field or click on Browse Files to select the evidence file on your computer. (Maximum file size: 10MB)
Finally, click on Upload certificate.
The uploaded evidence will then be displayed on the page Organisation profile > Certificates. If you want to remove the evidence again, click on the button Delete and then on Delete certificate in the subsequent confirmation pop-up.
You can use the three filter buttons above the evidences to display the evidence with the status All, Expired or expires soon and Valid, respectively.
User management
On the tab User management, you can manage the users that have been created in your Supplier Account. To do this, proceed as follows:
Click on Edit next to a user.
You will land in the User profile under User permissions. Below General information you can change the user's First name and Last name. The E-mail address is set and cannot be changed.
With the dropdown Language, you can change the language in which the Supplier Portal is displayed for the user.
If required, activate the switch Enable two-factor authentication (2FA) to increase the security of the account. This can be done by Administrators or User managers. At the next login, the user is prompted to scan a QR code and set up a second factor; access is only possible after this setup. From then on, logging in requires e-mail, password and a six-digit code. To get a new QR code, 2FA must be disabled and enabled again. A reset is possible via an Administrator or User manager.
Activate the switch Allow data sharing in the User profile (it is no longer part of the Organisation profile). If a user activates it, questionnaires and certain information requests sent to that user's e-mail address are visible to all Administrators and users of the Supplier Account. Purchase order requests are managed at organisation level and are independent of this setting.
If you are the only user of the account (and therefore currently editing your own user), you should already have all permissions under Account settings. The checkbox Administrator is then active and cannot be deactivated. If required, you can add missing permissions of a user by activating the respective checkboxes.
If you have made any changes on this page, finally click on Save at the upper right. Or click on Cancel to discard your changes.
Inviting new users
As an administrator, you can invite new users to your Supplier Account by clicking on Invite user in the tab User management. Only send an invitation if the e-mail address is not already linked to another Supplier Account. The invitation can only be accessed via the same e-mail address it was sent to. When the invitation is activated, the administrator receives an e-mail notification.
Frequently asked questions
Who is the administrator of my Supplier Account, and can the role be transferred?
The first user of a Supplier Account is the administrator and receives all permissions. osapiens Support does not transfer the administrator role. The administrator invites new users and assigns their permissions under Organisation profile > User management. In the tab User management you can see the permissions of every user; administrators are listed with the permission Administrator.
The contact person at my company changed. What do we do?
Ask your customer to update the contact details and to send a new invitation to the new contact person. Existing users keep their access until they are removed from the organisation by the administrator. Colleagues in your organisation can also be invited by an administrator via Invite user in the tab User management or in the user menu at the top right.
I want to delete a user or my Supplier Account.
The deletion of Supplier Account users and organisations can be requested via osapiens Support.
Why do I not see EUDR land plots, EUDR products or Requests in my menu?
These menu items are only shown to users with the matching role (for example Plot manager or Purchase order manager) and only if your customer has sent a request of that type. An administrator can assign roles under Organisation profile > User management > Edit. Available roles are: Supplier account manager, User manager, Certificate manager, Questionnaire manager, Own questionnaires, Purchase order manager, Plot manager, API manager and Administrator.
I lost access to my authenticator app.
Create a ticket at https://supplier-support.osapiens.com/support/home. osapiens Support can reset 2FA for your user.
API Access
On the tab API Access, you can manage the API access for your Supplier Account. To do this, proceed as follows:
Click on + Create at the upper right.
Enter a Name for the new API access.
Then click on Create.
The overlay Save token appears. Please note the information.
Click on the copy button next to Token to copy the token to your clipboard and then save the token in a secure place.
Click on the copy button next to Account ID to copy the account ID to your clipboard and then save the account ID in a secure place together with the token.
Finally, click on I saved the token.
Afterwards, you will see the API access in the table. If required, click on the right of the table row of an API access on the 3-dot-button and then on Delete API access.
A confirmation pop-up appears. Note the information and click on Delete if you really want to delete the API access.
