Getting Started for Admin Users

Intro to Canopy 

Canopy is a Supplier Relationship Management platform designed for small procurement teams struggling to find, use and share supplier information.

Canopy Collect is on a mission to make battles with email, Excel and shared folders a thing of the past when managing suppliers. 

Canopy pulls all your data into one place, reducing admin and enhancing visibility for your business teams.

Complete visibility and access to data mean you and your team have more time to deliver value from your supply chain. 

How does Canopy work? 

Canopy creates a supplier record for each individual supplier where their data can be stored and viewed, creating a vendor master record. 

All Supplier records are accessible from a single supplier list, where you can search and filter their information, allowing you to quickly find information you need. 

The fields of data that are collected in the supplier profile are configurable by your Admin users., allowing your business to collect the data that is important to you. 

Users can then be invited to Canopy to view or edit supplier data, allowing visibility of supplier information across your team. 

Relationship owners may be assigned to each supplier, so it is clear who manages the relationship and the upkeep of the supplier's data. 

Relationship owners are notified when key documents are about to expire, helping to keep important supplier information up to date. 

What is my role as an Admin user? 

Admin users are responsible for managing the Canopy site. This includes: 

• Setting up the supplier profile by using the Data Framework.
• Importing supplier information to create or update supplier records in bulk.
• Creating and managing internal user access.

What roles can I allocate to my team? 

When you invite your team, you can assign them three levels of access: 

Admin - allows another team member to manage the site with the same permissions as you. 

Editor - allows a team member to edit supplier data, but not site settings. 

Viewer - allows a team member to view, but not edit supplier data. 

How do I get started? 

To get your Canopy site up and running, we recommend following the below steps. 

1. Create a supplier & edit their data 

To get familiar with Canopy, create a supplier from the homepage. See, Create Supplier. 

Look at the supplier profile to see what data points Canopy comes pre-loaded with (you can change these in the next step)

Have a go at entering and saving data on their profile.

2. Configure the supplier profile by using the data framework

The data points that show in the supplier profile are controlled by the Data Framework. 

Click the settings wheel to view the data framework. 

Review the Canopy default data framework and customise it to collect the data you require on suppliers.  

3. Import your supplier data 

Use the import tool to import your existing supplier data. See, Supplier Import.

4. Invite your team

Create your team as internal users and set their permissions to provide access to Canopy. See, Create internal user