Coupa user management

This document will guide you (the supplier) through the management of users on your Coupa Supplier Portal (CSP) account.

Invite a new user

Login to Coupa
Navigate to the Setup screen
Click on Invite User

The next screen, is where you can set the permissions and rights for the new user.

Permissions grant access for users to corresponding menu items. As an admin user, you have all the permissions by default.

You can manage user permissions and customer access by assigning certain users to only certain customers and by limiting what types of documents they can access and what functions they can perform with their assigned customers.

Permissions	Description
All	Gives full access to all Coupa Supplier Portal(CSP) functions, except user administration
Admin	Has full access to all CSP functions, including user administration. Non-admin users can still view the Users tab of the Admin page and invite users, but they cannot edit existing users. The permissions on the invitation cannot exceed the permissions of the user creating the invitation.
Orders	Allows viewing and managing purchase orders (POs) received from customers. When selected, All is on by default.
Restricted Access to Orders	Allows accessing specific POs (assigned to specific users). This permission is off by default.
All	Allows viewing and managing all POs received from customers. When Orders is selected, it is on by default.
Invoices	Allows creating and sending invoices to customers.
Catalogues	Allows creating and managing customer-specific electronic catalogues.
Profiles	Allows modifying customer-specific profiles. Note: All users,regardless of permissions, can edit the public profile.
ASNs	Allows creating and sending advance ship notices (ASNs) to customers.
Service/Time Sheets	Allows creating and submitting service/time sheets against POs.When selected, All is on by default.
Restricted Access to Service/Time Sheets	Allows accessing specific service/time sheets (assigned to specific users).The permission is off by default.
All	Allows creating and submitting any service/time sheets against POs.When Service/Time Sheets is selected, it is on by default.
Payments	Allows viewing payments and downloading digital checks
Order Changes	Allows submitting PO change requests.
Pay Me Now	Available only if your customers use Coupa Pay and enable the feature related to this permission.
Business Performance	Allows viewing business performance information, for example, order, invoice and delivery trends.
Sourcing	Allows viewing public sourcing events.

Once you have selected the permissions click on ‘Send Invitation’ and this will invite the new user

Overview

Actions