Sometimes, you want to restrict suppliers from different countries or selective suppliers that only a few users should see. With Coupa R11 you can do that by applying content groups for suppliers, giving you better visibility and control of your users and suppliers. Content groups are also really easy to set up.
The idea behind is to show specific users only the suppliers that are relevant to them. For example, if you have a supplier that only your IT department should see, then you can hide them from everyone else. Another common use case is to segregate suppliers from different countries.
Once you've set up supplier content groups, your users won’t be able to select suppliers outside of their groups when they create invoices or write free-form requests. This means less confusion for them and fewer requests for help for you!
If you've worked with content groups on other objects in Coupa, then this will be a piece of cake. If not, don’t worry. It’s still easy. Just follow these steps:
- Create the content group under Setup > Content Group. Pick a name that is easily identifiable, like IT Department, or USA Group.
- Under Setup > Users, edit your user account. Under Content Groups, add yourself to the group you just created.
- Add other users you want in the content group. You can use the bulk loader if want to add a lot of users.
- Now, just like you added users to the content group, add your suppliers. Again, use the supplier bulk loader if you want to add several suppliers to content groups all at once.
Pro tip! You can set up your user and supplier record integrations to include content group assignments to avoid future maintenance.
That's it! You’re done. Users that are in the content group will see all the suppliers in their group. They will also see regular suppliers that are not in any content group, but your users outside of the content group will not see suppliers in your newly created group.
Want more? Drop by the Coupa Community and try starting a conversation around Content Groups. Or check out this Coupa 11 knowledge base article about this feature when it was new.