Company and User Profiles

A SmartSource profile is a collection of fields containing relevant eSourcing information about a company or a user. Sponsor company's assign profiles to their own companies and users as well as to supplier companies and supplier users.

When you open the portal, you cannot access current or historical projects until you have filled out and submitted all required company profiles.

»To view and edit company profiles

Select Company Profiles in the left pane. SmartSource displays a list of the profiles that have been assigned to your company. The following information is available for each profile:

Icons: These icons provide additional information about profile status

Users cannot access auctions or surveys because the profile is not submitted

Submitted

Name: The profile name.
Status: The current status of the profile. Statuses are:

Assigned: Waiting for you to submit.
Saved: Saved but not submitted.
Submitted: Submitted to sponsor.
Additional information required: Sponsor has returned the submitted profile with questions marked for you to modify and resubmit.

Last Modified: the date and time when the status was last modified.
User: The name of the user who last modified the profile.

»To view and edit user profiles

Select My Profiles in the left pane. SmartSource displays a list of the user profiles that have been assigned to your company.

Company Profile Workflow

Your SmartSource sponsor company can assign one or more custom profiles to your company. When your company is assigned a profile, no user at the company can access projects, place bids, view surveys, or submit survey responses until someone at the company fills out the profile and submits it to the sponsor. The sponsor company can then review your response and verify or reject the information you submitted.

Typical Workflow for Supplier Profiles