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Coupa Success Portal

Getting Started

Overview

To join the Coupa Supplier Portal (CSP), you need to perform the following steps:

  1. Register for the CSP.
  2. Create your account and public profile.
  3. Make sure you are connected to your customers.

Registering for the CSP

You have the following options to register for the CSP:

Method Pros Cons
Customer-created invitation When you accept the invitation and create your account, you are automatically connected to the customer who invited you. You have to wait for your customer to send the invitation email.
Self-created invitation You can get started right away and update your profile more quickly. You need to connect manually to your customers in Coupa.

With both methods, you need access to the email address you are going to use for the account.

Your CSP account is based on a specific email address. If you use an email address different from the one your Coupa customers have on file for you, you can't connect with them until you give them the email address or create a CSP account with that email address.

Customer-created invitation

Ask your customer to send you an invitation to the CSP.

Self-created invitation

  1. Go to supplier.coupahost.com.

  2. In the Register pane on the left, fill in the mandatory field (marked with an asterisk) and click Register to request an invitation.

In both cases, you receive an email with a link to validate your information and create your account.

If you don't receive your invitation email, check your spam folder.

Creating an Account

After following the link from the invitation email, fill in the mandatory fields to provide basic information for your account and your company's public profile.

Setting Description
*First Name Your personal first name to be applied to your personal account.
*Last Name Your personal last name to be applied to your personal account.
*Company The name of your company as seen on your company's public profile.
*Email

This field can't be changed. If you want to change your email address, you have to create a different CSP account using the new email address. If you also want to use this email, create two company accounts and merge them. For more info, see Managing Merge Requests.

 

*Password Use this field to create your password. It must be at least 8 characters long, and it has to include a number and a letter.
*Password Confirmation This field needs to match the password you typed in the password field.

To create a CSP account, you must also accept the privacy policy and the terms of use.

By default, this account is the admin account for your company. Once set up, you can add users and assign them roles, including account administration. For more info, see Administering the Portal.

Once you are signed in, Coupa takes you on a tour of the new site.

When you log in for the first time, you are prompted to enable two-factor authentication. For more info, see Using Two-Factor Authentication.

Some customers may require you to use two-factor authentication when accessing their information.

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