Initiate sharing your business profile with customers

As a supplier, you can proactively share all or specific sections of your Business Profile with a selected customer, multiple customers or select a customer’s individual record to update.

To share your Business Profile:

  1. Log in to the CSP.
  2. Select the Business Profile tab from the top navigation menu.
  3. Select the Share button on the top right corner of the window. The button can be gray (inactive) if you do not have a customer to share the information with, or if none of your customers have the Business Profile Sharing functionality activated. The window displays the Share Business Profile with Customers flow.
  4. From the Share Business Profile with Customers flow, you can select a single customer to share the information with from the Select a Customer dropdown field. You can also select several customers at the same time. If a customer does not have the option enabled, they cannot be selected.
  5. Select the checkmarks next to the sections you wish to share with the customer. You can also mark the Select All button to share all sections, including:
    1. Company Information
    2. Tax Registrations
    3. Contacts
    4. Addresses
    5. Diversity Classifications and Certifications You can see or hide the contents of each section by using the expand and collapse options in each one.
  6. Select the Share button at the bottom right of the window. This sends your Business Profile to the customers you selected. If you try to send a Business Profile to the same customer, or customer record while a previous Business Profile is still pending, you will see a warning on screen.
  7. As a supplier, you receive an email once the customer has approved or declined your request.
    1. Customer users that require to approve the request receive an email when a supplier has sent a Business Profile submission.
    2. Customer users that requested the business profile information get an email notification when the approvers in their account have approved the request. They will not be notified when a submission is declined.