3 Replies Latest reply on May 10, 2013 7:03 AM by Maria Gammon

    Sending a Supplier Survey to Multiple Customer Participants

    jdp Journeyman

      I would like to create a performance survey from a supplier workspace and send it to a list of participant email addresses within my organization (i.e., the customer organization).  How can I get detailed instructions on how to do this?  Thank you.

        • Re: Sending a Supplier Survey to Multiple Customer Participants
          Maria Gammon Master

          Under the Help menu click Product Documentation and download the Ariba Supplier Management Guide

          Chapter 7 Managing Supplier Performance - explains how to build surveys and scorecards.

            • Re: Sending a Supplier Survey to Multiple Customer Participants
              jdp Journeyman

              I sent a survey to a participant group that contained one user.  At first, the user was assigned soley to the participant group, so the user could not view the survey.  I was informed that the user did not have the permissions necessary to view a survey and that such permissions are included in the "Internal User" group.  After I added the user to the "Internal User" group in addition to the participant group, the user could view the survey.  Unfortunately, the user can now view more information than I would like (e.g., W9 and ACH).

               

              I want to send a survey to multiple participants (some with existing Ariba access and some without), and I want these participants to have access only to the survey (unless they already have greater access assigned to them).  Is there a permissions setting or group that will allow access to the survey only?  Or is there an easier way to send a survey to multiple participants (in case I am overcomplicating the process)?

               

              Ideally, I want to send them a survey link, and I want them to be able to launch the survey with relatively few steps in between (understanding that they may need to set up a password, etc.).  I have screen shots of what I have done.  Would it be possible to send them to you?  Please let me know.  Thanks!