Report: Recipient User Activation Follow

Recipient User Activation is a report which enables Commodity Managers to review their vendor accounts and quickly determine which supplier end users have not activated their accounts. Commodity Managers generally maintain direct relationships with vendors and their users and should be best suited to reach out to them in the event that one of the vendor end users cannot access the supplier portal to respond to RFQs or RFIs.

Recipient User Activation

The core of the report is (1) six columns of information in the table and (2) a controls filter which allows the user to filter down to commodity manager(s) or an individual supplier.

1. Report Table

The report table has the following headers:

• Commodity Manager: This can be associated to one or many users in your organization depending on how the vendor relationship was established in the LevaData Platform.
• Supplier Name: This field is the supplier organization which is maintained by the tenant administrator in Manage Vendors. 
• Customer Name: This your organization's tenant name in the LevaData Platform.
• User First Name: This is the supplier end user's first name.
• User Last Name: This is the supplier end user's first name.
• User Email: This is the supplier end user's email address.
• Account Activated: This is a check for activation.
  • Activated = Green Checkmark or 1
  • Not Activated = Red X or 0

With this information, a user can review any or all vendor accounts and determine which individual end users on those accounts have not activated their access to the LevaData Supplier Portal.  Once identified, those individuals can be contacted and be re-sent invitations to the site so that they can provide you information and bid on your future quotes.

2. Report Controls

The report controls permit searching on the following parameters:

• Commodity Manager: the individual(s) who are assigned to the specific vendor account. This can be one or more individuals, so you may want to search ahead for an individual name (e.g. "brian") in order to get all matches on an individual or multiple person level.

• Supplier Name: search for or select from a list of your suppliers to be returned a list of users for that supplier and whether or not they are activated.

Conclusion

You should now understand how to use the Recipient User Activation report in the LevaData Platform and the benefits it provides you for supplier user tracking. This report can be made available to any LevaData End User on request. If you would like access to it, please reach out to your Customer Success Manager or contact LevaData Support.