When you log in for the first time, you are greeted by the Help Tour on the Home screen.
Click on the Help link in the top-right corner of the page to access the Online Help or to view the Help Tour any time.
Hover your cursor over the Notifications link to see your unread system notifications.
To view details of your notifications and to manage them, click on the Notifications link.
On the My Notifications page, you can view all your (read and unread) notifications, or you can filter by category (FYI, Todo, or Unread). You can select and delete them all or one-by-one.
To change your notification preferences, click on the Notification Preferences button in the top tight corner. Or click on your name link and on the Notification Preferences link.
On the My Account Notification Preferences page, select the radio buttons for the items that you want to receive any or all of the notification types: online (to do list) or email.
If you have an SMS-capable device and you validate your phone number, you can also choose to receive notifications as short text messages via SMS. See Two-Factor Authentication for more info.
You also receive notifications displayed in a green bar following certain actions, for example:
On the My Account page you can make changes to your personal information (name, photo, and password), set or modify your notification preferences, or enable/disable two-factor authentication.
You can access and edit you company information on the Profile page.
To change your account settings, click on your name link and on the Account Settings link.
On the appearing My Account Password page, fill in the fields you want to change, and then click Save. The asterisk (*) indicates mandatory fields.
|*First name||This is you personal first name.|
|*Last name||This is your personal last name.|
|This field can't be changed. If you want to change it, you have to create a new CSP account and connect it to your company. See Managing Users for more information.|
|Current Password||Your current password.|
|Password||Use this field to change your password. It must be at least 8 characters long and it must include a number and a letter.|
|Password Confirmation||This field needs to match the password that you typed in the Password field.|
|Upload your photo||You can add a personal photo in .jpg, .png, or .gif format.|
Click on the Notification Preferences link to set or modify your notification preferences. See Notifications for more info.
On the My Account page, click on the Security and Two-Factor Authentication link to enable or disable two-factor authentication.
Your customers can require you to use two-factor authentication to access their data in the CSP, in which case you have to enable it.
Enabling Two-Factor Authentication
If you want to receive SMS notifications, you must enter and validate your phone number under Mobile Phone Verification.
Under Two-Factor Authentication, click Enable and follow the on-screen instructions for installing and using Google Authenticator.
Choose Remember this computer for 30 days if you're not using a shared or public computer, and click Enable.
Print your backup codes or email them to yourself before you click OK. If you ever lose your device, you need these to regain access to your CSP account.
You can only use a recovery code once, so it's a good idea to refresh your list if you have to use a recovery code. Go to Account Settings > Security & Two-Factor Authentication and click Regenerate Recovery Codes to get a new list of codes.
Enabling Two-Factor Authentication
Under Two-Factor Authentication, click Disable and, in the appearing window, enter your CSP password and click Disable Two-Factor Authentication.
If you enable or disable two-factor authentication, you get an email notification of the change.
To access a CSP function, click on the relevant tab on the main menu.
View and improve your public company profile, see the list of customers you are connected to, edit your customer-specific company profile, and merge accounts.
You can go to the Home page from any page by clicking on the coupa supplier portal logo/link in the top left corner above the main menu.
|Profile||Create, modify, and manage your public and customer-specific profiles, and specify which remit-to addresses each customer can use.|
|Orders||View the purchase orders you received from your customers.|
|Service/Time Sheets||View the list of service/time sheets and related purchase order lines.|
|ASN||Send Advance Ship Notice, that is, notifications about when you ship items to your customers.|
|Invoices||Create and manage invoices to send to your customers.|
|Catalogs||Create and manage customer-specific catalogs.|
Creating Custom Views
You can create custom views for orders and order lines, service/time sheets, advance ship notices (ASN), invoices, and catalogs.
With a custom view you can create a set of advanced search filters.
- On the main menu, click on the tab for the function for which you want to create a custom view.
- At the top of the table whose view you want to change, click Create View in the View drop-down list.
- On the Create New data table view page, select the customers for whom you want to change the view settings, and then specify the settings you want to use for your custom view, including filtering conditions, columns to include, and sorting criteria.
If you want to build this view based on another view and modify those settings, use the Start with view option under the General settings.
You can use the following settings when creating or editing a custom view for a CSP table.
Group Setting Details General Name Name of the custom view, visible from the View drop-down list at the top of the table. Visibility Defines whether this view can be visible to only you or all the other users that can see the main table. Start with view Use this option to load the settings from another view, and then modify those settings to fit your needs for this view. Conditions Apply
All - Displays results only for objects that meet all of the conditions you add in this list.
Any - Displays results for objects that meet at least one of the conditions you add in this list.
Conditions Create conditions based on the data available in the CSP. Columns Available columns This list depends on the table you work with in the CSP. You can select any of these columns to add to your custom view. Selected columns These are all the columns displayed in this custom view. They appear from left to right, in the same order that you set them up here. Default Sort Order Choose the column by which you want results to be sorted and define whether to sort them in ascending or descending order.
Save your settings.