Please note this can only be done by an Administrator.
The following steps are carried out at SetupHub User Management
Step 1 - Add the supplier as a user in myofficehub
- Add Supplier details to Add & Edit Users
Step 2 - Provide the InvoiceHub app to the Supplier
- Select user type ‘Supplier’
- Select Supplier Name
- Provide permission to Invoice Upload & Match in InvoiceHub.
Step 3 - Mapping the Supplier
- Select Upload Supplier Invoice
- Select the Supplier user and map with the respective supplier
Step 4 - Send an introductory email to the Supplier
- Select edit Supplier user at Add & Edit User, check the checkbox ‘Send Welcome email to user’ and update