Company Profile Administration

Your organization can design multiple custom profiles to collect different types of information from different companies. A profile is a collection of fields for collecting and storing information about companies. The profiles use custom fields that can be filled out by users at other companies via the Desktop, the portal website, or via the self-registration profile web page. You can create custom fields to go in the profiles. You can assign multiple profiles to a company. Any fields that are duplicated in the profiles will be automatically updated with new information when either profile is edited.

Creating company profiles consists of the following steps:

    1. Create custom fields in the Fields tab.
    2. Assign a name to the profile and create a form with custom fields in the Design tab.
    3. Enable suppliers to fill out profile forms via a link, rather than requiring them to have access to the Iasta SmartSource Desktop or Portal in the Self-Registration tab. (Optional)

All steps are performed from the Profile Administration window.

»To open the Profile Administration window

    1. From your subdomain click the Companies and Users button on the toolbar of the Sourcing workspace or select Administration > Companies and Users to open the Companies and Users window.
    2. Select File > Profile Administration to open the Profile Administration window.