How to Invite a Supplier to an Existing Payment Compass Profile


Overview


This article will demonstrate how to invite new supplier contacts to their existing profiles in Payment Compass.

Critical Concepts


Steps to Take


Navigate to the Suppliers' Contact Page

  1. Login to Payment Compass
  2. In Search for Payee, enter the supplier's name or ID number
  3. Click Search
  4. At the top right of the supplier's page, click Invite Payee to View Payment Status

Invite the Contact

  1. In the Active tab, click Activate User if the individual you would like to invite appears
  2. Otherwise, click All
  3. In the All tab, click Send Invite if the individual you would like to invite appears
  4. Otherwise, in Email Address, enter the email of the individual you would like to invite
  5. Click Invite Contact
  6. The new contact will receive an email inviting them to create a username and password, after which they can navigate to Payment Compass to access their account

If you still have questions or need additional assistance, please submit a ticket or contact the IPPS Help Desk at (858) 534-9494.