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After your first sign-in, a guided setup runs before you reach the app. The steps you see depend on the mode you choose:

Using the wizards

  • A progress bar at the top shows where you are.
  • Use Back and Continue to move between steps.
  • Click Profile preview at any time to see your profile the way others see it.
  • Required fields are marked with *.
If you leave before the end, you go back to the unfinished profile setup the next time you sign in.

Choose your mode

Supplier, Client/Buyer, or Both.

Supplier profile

The 4-step supplier setup.

Detailed supplier profile

6 optional steps that help you rank higher.

Client profile

The 2-step client setup and NDA templates.

Choose a portal and switch modes

Pick a starting portal, add a mode, or switch modes.

Choose your mode

Decide whether your company uses Supplier Connect as a supplier, a client, or both.

Supplier profile

Complete the 4-step supplier profile wizard so clients can find your company.

Detailed supplier profile

Add legal, financial, audit, ESG, and compliance details so your profile ranks higher.

Client profile

Complete the 2-step client profile and optionally upload your NDA templates.

Choose a portal and switch modes

Pick the portal you start in, add a second mode later, and switch between Supplier and Client.