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Coupa Success Portal

Create Your Account

Join the CSP

After following the link from an invitation email (other than customer-created invitation), fill in the mandatory fields to provide basic information for your account and your company's public profile.

csp12_create_account.png

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.
*Department The name of your department: Sales, Operations, Accounts Receivable, Treasury, or Other.
*Role

Your role within the department:

  • Sales: Sales Manager, Sales Associate, Other
  • Operations: E-Commerce Manager, Order Fulfillment/Inventory Management, Other
  • Accounts Receivable: Accounting Manager, Accounts Receivable Associate, Other
  • Treasury: Treasury Manager, Other
  • Other: Enter free text.

If you select Other for Department and/or Role, the User Specified Department and/or User Specified Role fields are displayed for you to enter free text.

*Email

This field cannot 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 information, see Manage 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.

If you join the CSP from one of two simultaneous invitations received from your administrator and your customer, you might see a green box with a question asking whether you are an employee of the supplier organization and you need to select either the Yes – Join or No – Create New Account checkbox.

Welcome message

You can see this feature only if your customer(s) enabled it.

When you join the CSP from a customer-created invitation, you can see a registration page that is different from the page shown above. The Create your business account page contains the following welcome message and company logo by default. Your customer can customize the welcome message, so the message might be different and have your customer's logo instead of the Coupa logo.

csp14_welcome_message_registration_page.png

You need to enter your email address and password, and accept the Privacy Policy and the Terms of Use.

You can update your information later on the My Account Settings page. For more information, see Manage Your Account.

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 information, see Administer the CSP.

Forward your invitation

You can invite others any time by entering their email address in the Forward email field in the Forward your invitation section and clicking Submit. For more information, see Register for the CSP.

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