Inviting collaborators to view SPAs

Collaborator is an online portal that facilitates smoother working relationships by allowing you to easily and securely share your special pricing agreements (SPAs) with your trading partners.

For your trading partners to be able to use the Collaborator app, they will first need to be invited by you to collaborate with them.

This article will guide you through:

1. How to navigate to collaborators for a trading partner
2. How to invite collaborators to view SPAs for a trading partner
3. Enter details
4. Access settings
5. Save and invite
6. Reviewing a collaborator’s invite status
7. How to resend collaborator invites for SPAs

Looking for something else?

• Looking to invite trading partners to view your rebate agreements rather than special pricing agreements? Click here to learn how to invite collaborators to view trading programs.

Collaborators for SPAs are located within the Trading programs app.

To navigate to collaborators via the Special pricing agreements app:

Step 1: Click the hub switcher icon (nine dots) in the top right. This will show you the Apps you have access to. You can see an example below.

Step 2: Click on Trading programs.

Step 3: Navigate to Trading programs in the green banner and select Trading partners. Note: This may be named differently (e.g. Customers), but will always represent your trading partners.

Step 4: Use the search to locate the relevant trading partner, then click on the trading partner you wish to add a collaborator for.

Step 5: Click on the Collaborators tab.

To invite collaborators via the trading partner Collaborators tab, click the + Invite collaborator button. The collaborator settings will automatically appear on the right hand side for you to enter using the guidance below.

• Email address: Add an email address for your collaborator. You can add multiple collaborators using spaces, commas or semi-colons to create a list, for example, user1@enable.com, user2@enable.com, user3@enable.com.

• Can access deals: Set the checkbox to provide access to SPAs. Your collaborator will only have access to view SPAs where Visibility has been set to Shared (in the Details section of the Terms tab).

• Can submit transactional data: Set the checkbox if you wish to give your collaborator access to import their own transactions.
• Can submit purchases or sales: Appears when the Can submit transactional data checkbox is set. If your collaborator user is your distributor, click the hamburger icon and set the checkbox for Sales and/or Purchases to allow them to submit sales transactions and/or PO receipts, and click OK. If your collaborator user is your manufacturer, click the hamburger icon and set the checkbox for Purchases to allow them to submit PO receipts, and click OK.
• Can submit advised earnings: Appears when the Can submit transactional data checkbox is set. Set the checkbox to allow your collaborator to specify the earnings they think should be calculated within an additional column in the transaction file. Please note that this is not used for calculating support, but can be used by your team as a validation step to ensure alignment.

Note: Other access setting options may be displayed here, but will not impact collaborator views of SPAs. Learn more about collaborator access settings for trading programs here.

Click the Save and invite button to automatically send out an invite email to the collaborator.

The collaborator(s) will then add in their name and any other details when creating their Enable account via the invite email, and will be able to access the SPAs shared with them.

After a collaborator has been created, the Invite status column in the Collaborators tab will display the stage the collaborator invite is at, and whether the invite has been accepted.

The invite status for each collaborator will display one of the 4 statuses as a colour:

• Empty: No invite has been sent.
• Amber: Collaborator has been invited but hasn’t yet accepted.
• Green: Collaborator has been invited and has accepted.
• Red: Collaborator has declined the invite.

If an additional invite email is needed by your collaborator at any stage, or if you would like to send another invite as a reminder, select the relevant collaborator in this area and click the Resend invite button.

The invite email will be automatically sent to the collaborator. The collaborator will then add in their name and any other details when creating their Enable account via the invite email, and will be able to access the SPAs shared with them.

What’s next?

Looking to review the contract status of your special pricing agreements? Learn how to find and filter SPAs via the SPAs listing here.