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:
- Log in to the CSP.
- Select the Business Profile tab from the top navigation menu.
- 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.
- 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.
- 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:
- Company Information
- Tax Registrations
- Contacts
- Addresses
- Diversity Classifications and Certifications You can see or hide the contents of each section by using the expand and collapse options in each one.
- 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.
- As a supplier, you receive an email once the customer has approved or declined your request.
- Customer users that require to approve the request receive an email when a supplier has sent a Business Profile submission.
- 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.