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Coupa Success Portal

Creating or Updating Your Profile

Your Profile Pages

When you first log into the Coupa Supplier Portal (CSP), you are brought to your public Profile page. In addition to your public profile, you can have specific profiles for any of your customers you are connected with through CSP.

You can view your Profile page also from the Menu (). From here you can access also your customer-specific profiles.

Some sections are labeled as private and can't be seen from CSP. Financial information (for example, your tax ID, DUNS, and remit-to addresses) are considered private information. These only appear on documents you create through the CSP, for example, on invoices.

Updating Your Public Profile

Your public profile contains general information about your company, for example, your name, logo, a description, and contact information.

Any company using Coupa can find and connect to you through your public profile.

Click Improve Your Profile to make changes.

Creating/Updating Your Customer-Specific Profile

You can create specific profiles for customers you are connected with through CSP. You can change the primary contact information and remit-to address. Keep your information accurate and up to date for each of your customers.

An easy way to create a new customer-specific profile is to start by copying an existing profile. Once you've copied the information, you can modify what you want. This is great if you only want to change a few details for a specific customer.

You can't change your company address from a customer-specific profile page. Return to your public profile to change it.

To manage a specific profile, select the customer name from the Profile dropdown list. If you don't see the customer you're looking for, it means you aren't connected to them yet. You can't see them in the Select Customer dropdown list on the Purchase Orders, Advance Ship NoticesInvoices, and Catalogs pages either. 

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