Supplier Users in Logixboard
Supplier users allow you to onboard suppliers into Logixboard so they can collaborate on purchase orders and bookings without exposing shipments or customer-facing data.
Supplier users help reduce back-and-forth and speed up booking workflows while keeping shipment data and customer views fully restricted.
What Can Supplier Users See?
Supplier users only have access to Orders and Bookings.
Orders: Supplier users can view purchase orders where their organization is listed as the Supplier.
Bookings: Supplier users can create and view bookings related to those orders, including splitting orders when placing a booking.
If a supplier is not listed on an order, they won’t see it.
What Can’t Supplier Users Access?
Supplier users do not have access to:
Shipments
Customer portals
Analytics
Any other Logixboard modules
They also can’t view booking options presented to customers. Their booking actions are limited to copying, canceling, or putting a booking on hold.
How Is Supplier Access Controlled?
Supplier access is controlled by the Supplier organization assigned to each order. You stay fully in control of what suppliers can see by managing supplier assignments at the order level.
Document permissions work the same way as other Logixboard users- you can allow access to none, all, or specific document types.
Creating a New User & Permissions
Supplier access is controlled by the Supplier organization assigned to each order. You stay fully in control of what suppliers can see by managing supplier assignments at the order level.
To create a new Supplier user, follow the same steps you would to create other users types in Logixboard. When assigning organizations to a Supplier user, these organizations will be used as follows:
Orders: We will look at the Supplier org on a Forwarding Order to allow the Supplier user visibility into the order.
Bookings: We will look at the Forwarding Order related to a booking and allow the Supplier user access if they have been given permissions to view the Supplier org on the Forwarding Order.
Document access works the same way it works for other Logixboard user types. Allow access to none, all, or some document types.
Module Access and Notifications
Supplier users will be able to:
View existing orders
Create new bookings
Split orders when placing a booking
View bookings related to their orders
Supplier users will have access to a subset of the notifications we provide:
FAQs
Will a Supplier user have access to shipments?
No, a Supplier user will not have access to shipment information or any other modules or views available in Logixboard. Only Order and Booking views will be available to them at this time.
Can a Supplier see booking options presented to or selected by a C2?
No, a Supplier user cannot see the Booking options card on the Booking Details page. They are also not able to see options to manage the booking other than:
Copy
Cancel
Put on hold