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Choose a portal

This step is only for companies that chose Both. When both profiles are done, you see You’re all set!.
Choose a portal
  1. Supplier Portal: start in Supplier mode.
  2. Client Portal: start in Client mode.
  3. Click Continue. You can switch modes at any time from the sidebar.

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Switching modes later

  • Add the other mode: if your company is Supplier-only or Client-only, click Create Client profile or Create Supplier profile in the navigation. This runs the setup for that mode. Your existing profile and connections are not affected.
  • Switch modes: once you have both modes, use Switch to Supplier or Switch to Client in the navigation.