Help Center

Share an Item and Its Related Objects

 

When a Supplier Portal has been created, you can share Items, Changes, and Quality records with Suppliers. If you need to set up a Supplier Portal, go here.

To Share an Item

Go to Items tab and choose item to share
Click dropdown arrow on top-right of page
Click Share

 Screen_Shot_2019-01-03_at_1.17.59_PM.png

Note: If you do not see "Share" option, you do not have permission to share this Item or there is no access restriction applied to your organization.

Search for individual's name or group name

Screen_Shot_2019-01-03_at_1.17.08_PM.png

Check Share Related Items to share this Item's related Change Orders and related Items, such as children and top parents. If you do not check the check box, you are sharing this Item only.

Select Read Only.

Click Share.

Screen_Shot_2019-01-03_at_1.08.03_PM.png

To remove access, click X by user's name in Who Has Access section

Click Close

Screen_Shot_2019-01-03_at_1.13.38_PM.png

 Follow the same steps from the Quality or Change tabs to Share those records.

 

 

 

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.