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.
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!
Yes please send me the screenshots.
Are the participants you want to invite internal or external users?
Is the survey part of an SPM project?
Sr. Solutions Manager - Supplier Management | Ariba, an SAP Company