Supplier roles
Identify who will administer catalogs, customer pricing, buyer access, and incoming orders.
COMPANY / SECURITYReview access.
Review access.
Confirm the controls.
Use the security review to confirm account roles, buyer visibility, integration permissions, and documentation required by your organization.
Review areasExampleDETAILYOUR WORKSPACE
Supplier rolesWho administers the account
Buyer accessWhat each customer can see
OrdersWho reviews and confirms
QuickBooksPermissions for the intended workflow
Review access with your team.
Buyer visibility
Use representative accounts to verify which products, prices, and order records each buyer should access.
Integration permissions
Confirm the QuickBooks permissions and record mappings required for your intended invoice workflow.
Request current security information.
Security requirements differ by organization and purchasing process. Ask the SupplyDesk team for the current information available on hosting, data handling, access administration, incident response, recovery, and relevant service providers.
This website does not claim a SupplyDesk SOC 2 or ISO certification. If your procurement process requires an assurance report, retention schedule, recovery commitment, data-processing agreement, or contractual control, request and review it before adoption.
Questions worth resolving before rollout.
- Who should administer the supplier account and approve buyer access?
- Which catalog, pricing, and order records should each buyer see?
- Which integration permissions and mappings are required?
- What security, privacy, and recovery documentation does procurement require?
- Who should your team contact about a suspected access or synchronization issue?
Security questions or an incident?
Contact security@supplydesk.us with the affected account, relevant timestamps, and a description of the issue. Do not include passwords, API keys, payment details, or other secrets.
For general technical documentation and contractual questions, contact the team through the demo request form.