Company Profiles

Use The Profiles tab in the Company Properties window to manage profiles assigned to the selected company.

A company profile is a set of fields created by the buyer company for the purpose of collecting and storing information about other companies (usually suppliers or potential suppliers). Profiles and fields are created in Company Profile Administration.

The Profiles tab lists all profiles that have been assigned to the company. The list includes the following information for each profile:

Profile Name: The name assigned to the profile in Company Profile Administration.
Requirement: Indicates whether the profile is required or optional.
Status: Displays the current status, the user who made the most recent modifications and the time it was modified:

Assigned: The sponsor company has assigned the profile to the company and is waiting for a response. If the profile is required, users at the assigned company cannot access projects, surveys, or documents until the profile is submitted to the sponsor company. If a sponsor company reviews a profile and rejects it, the completion status reverts to assigned (suppliers cannot access projects) until the company re-submits the profile.
Saved: A user at the company who is assigned the profile has opened the profile, edited it, and saved their profile information but has not submitted it for review. The sponsor organization cannot review the profile until the supplier company has submitted it.
Submitted by...: The user name and company name who has submitted the profile to the sponsor. If the sponsor company reviews the profile and marks it as verified, it remains in a submitted status so that the supplier company can access projects and surveys.

Review status:

Unverified: The sponsor company has not verified the supplier company's response. The review status of a profile is unverified when a profile is initially assigned to a company.
Rejected: The sponsor company has reviewed the profile information submitted by the supplier and has submitted their review with one or more fields marked as rejected. As soon as a supplier company re-opens a profile that has been rejected and saves it, the review status changes to unverified.
Submitted: The assigned company has submitted the profile to the sponsor. If the sponsor company reviews the profile and marks it as verified, it remains in a submitted status so that the supplier company can access projects and surveys.

Use these buttons to manage company profiles for the selected company:

: Opens the Assign Company Profile wizard for assigning a new profile to the company.

: Opens a viewer window for viewing profiles.

: Opens the Review Profile Responses window where you can verify or reject responses to individual fields submitted by the supplier.

: Opens the profile in edit mode. See Editing Profiles.

: Deletes the selected profile assignment, including information submitted for the company. You cannot recover profile information after it has been deleted.

: Open the send Email page so you can sent email users directly here.

You can also access these functions by pointing to a profile in the list and clicking the right mouse button.