Prerequisites

Before sharing your Business Profile with a customer:

  • You need to be linked to the customer in the CSP. For more information, see Create and Update Your Customer Profiles.
  • Your customer needs to have SIM.
  • For you to receive a request for a Business Profile from your customers, your customer needs to raise a request with Coupa Support to activate the Request Business Profile permission.
  • For you to initiate the sharing request, your customer needs activate the Allow Business Profile Sharing from CSP Suppliers permission.
  • Supplier users with the Profile permission can share the Business Profile with their customers. For more information, see Manage Users.
  • If you sent a submission that the customer has not approved or rejected, you may receive another request from a different user from the same customer. In that case, you have two options:
    • Cancel the previous submission and send again,
    • or wait for the previous submissions to be approved before sharing.