How to Create and Manage Supplier Roles

Creating a supplier role

1. Click Settings in the left sidebar.
2. Click Configuration, then open the Roles tab.
3. Click Create supplier role.
4. Enter the role name in the Name field.
5. Click Submit to save.

Assigning a role to a supplier

1. Navigate to Supply Chain → Suppliers and open the supplier profile.
2. Select the appropriate role from the Role dropdown.
3. Click Save to apply the changes.

Supplier roles help you classify and filter suppliers by their function in your supply chain — for example, Tier 1 Manufacturer, Fabric Mill, or Logistics Partner.