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B2B Supplier Portal - Document Upload

  • October 28, 2022
  • 7 replies
  • 257 views

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We’ve been live with the B2B Supplier Portal for a couple of years. When we started, we created a new permission set for our suppliers based on B2B_SUPPLIER but with limited permissions. This, or some other restriction, prevented the suppliers from uploading documents into the PO’s on the portal. If they try to do so, they are presented with an error that says, “Your system administrator has not granted permission to complete that action.”. Now, we are being asked to turn on the functionality which allows a supplier to upload a document in the portal. I can’t find out where or how to do this. I don’t even know if it is in the permission set B2B_SUPPLIER. Does anyone know how to accomplish this?

7 replies

Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2781 replies
  • November 2, 2022

Which version is this?


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  • Author
  • Do Gooder (Customer)
  • 18 replies
  • November 3, 2022

Hello Mathias,

Thanks for your reply to this. We are on Client 10.9.15.0 and Server 10.9.7.0.

Kevin


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2781 replies
  • November 3, 2022

Hi, thanks for the update. I think that means Apps 10, and that you are running Aurena for B2B. Did you try to grant the DocumentHomeB2b projection?


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  • Superhero (Customer)
  • 1166 replies
  • November 3, 2022

Hi @KevinLach 

did you grant the following projection in the b2b permission set?

 

 


Mathias Dahl
Superhero (Employee)
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  • Superhero (Employee)
  • 2781 replies
  • November 3, 2022
Link wrote:

Hi @KevinLach 

did you grant the following projection in the b2b permission set?

 

 

That’s for Attachments / Media, which is also a nice feature :) Some might of course think of that as “documents” since you are uploading files.

Good tip!

 


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  • Author
  • Do Gooder (Customer)
  • 18 replies
  • November 3, 2022

Thanks for all these helpful suggestions! It looks like we didn’t grant all of the items for DocumentHomeB2B in our new permission set as shown below. I’ll check on the the other places you mentioned.

 


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  • Author
  • Do Gooder (Customer)
  • 18 replies
  • November 3, 2022

When I granted permissions to Media Panel, the desired functionality returned. Thanks for all help offered!


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