CSP Admin and User Guide Get Started with the CSP

important customer transactions.

The fourth (last) page of the tour summarizes the additional features, for example, the possibility to provide supplier
information through the CSP, update POs with advance ship notice (ASN), update catalog items, and features for
payments, such as, managing payment settings. If you click on the Go to Online Help to Learn More link, you are
directed to the Coupa Supplier Portal Admin and User Guide for details on each feature.

Two-factor authentication
When you log in for the first time, you are prompted to enable two-factor authentication. For more information, see
Enable or Disable Two-Factor Authentication.

Valid until January 31, 2021 31

CSP Admin and User Guide Get Started with the CSP

Note: Some customers may require you to use two-factor authentication when accessing their information.

Log in with two-factor authentication

If you have enabled two-factor authentication, the Two-Factor Authentication window opens when you want to log in to
the CSP.

If you enabled the Two-Factor Authenticator App, choose open Google Authenticator on your device, choose your
CSP account, and get the validation code.

If you enabled two-factor authentication for SMS, check your text messages to get the verification code.

Type the two-factor authentication code in the appropriate field, choose Remember this computer for 30 days if you

Valid until January 31, 2021 32

CSP Admin and User Guide Get Started with the CSP

are not using a shared or public computer, and click Log In.

Note: The code is good only for 60 seconds. If you do not type that code on the CSP sign-in page and click
Log In within 60 seconds, you have to get a new code and try again.

For more information, see Enable or Disable Two-Factor Authentication.

Note: If you are locked out and you do not have your six-digit backup validation code, contact your customer
who will ask for a declaration form and either your email used to log in to the CSP or a copy of your photo ID
or passport to verify your identity.

Valid until January 31, 2021 33

CSP Admin and User Guide Get Started with the CSP

Create Custom Views

You can create custom views for orders, order lines, order changes, order line changes, service/time sheets, service/
time sheet lines, advance ship notices (ASN), invoices, catalogs, invoice payments, and PO payments.

With a custom view you can create a set of advanced search filters.

1. On the main menu, click on the tab for the function for which you want to create a custom view.

2. At the top of the table whose view you want to change, click Create View in the View drop-down list.

3. On the Create New data table view page, select the customer for whom you want to change the view settings,
and then specify the settings you want to use for your custom view, including filtering conditions, columns to
include, and sorting criteria.

Valid until January 31, 2021 34

CSP Admin and User Guide Get Started with the CSP

If you want to build this view based on another view and modify those settings, use the Start with view option
under the General settings.

Valid until January 31, 2021 35

CSP Admin and User Guide Get Started with the CSP

You can use the following settings when creating or editing a custom view for a CSP table.

Group Setting Description

General Name Name of the custom view, visible from the View drop-down list at the top of
the table.

Visibility Defines whether this view can be visible to only you or all the other users that
can see the main table.

Start with view Use this option to load the settings from another view, and then modify those
settings to fit your needs for this view.

Conditions Apply All - Displays results only for objects that meet all of the conditions you add in
this list.
Any - Displays results for objects that meet at least one of the conditions you
add in this list.

Conditions Create conditions based on the data available in the CSP.

Columns Available This list depends on the table you work with in the CSP. You can select any
columns of these columns to add to your custom view.

Selected These are all the columns displayed in this custom view. They appear from
columns left to right, in the same order that you set them up here.

Default Sort Choose the column by which you want results to be sorted and define whether to sort them in
Order ascending or descending order.

4. Save your settings.

To delete a custom view, open the view for editing by clicking on the Edit View ( ) icon and click on the Delete ( )
button at the bottom of the page.

Valid until January 31, 2021 36

CSP Admin and User Guide Get Started with the CSP

Create or Update Your Profiles

In the CSP, you have a public profile and you can have specific profiles for your customers that you are connected with
through the CSP.

You can view and update your public and customer-specific profiles from the Home page or the Profile page.

Tip: When you register or log in to the CSP to do business with a customer that uses an onboarding flow,
you are guided through the process of providing the customer with the necessary information. For more
information, see Update your customer profile.

Note: Some sections are labeled as private and cannot be seen from the CSP. Financial information (for
example, your tax ID, DUNS, and remit-to addresses) are considered private information. This information
appears only on documents that you create through the CSP, for example, on invoices.

Update your public profile

Anyone can find and connect with you through your public profile.

Your public profile is created when you create your account and it contains general information about your company, for
example, name, logo, website, industry, year of establishment, top commodities, currencies, diversity, and corporate
social responsibility rating (on the Home and Profile / Public Profile pages), the link to your public profile (on the Home
page), and contact information (on the Profile / Public Profile page).

Valid until January 31, 2021 37

CSP Admin and User Guide Get Started with the CSP

Profile progress
At the top of the Home page, you can see your profile progress/completeness.

The following table shows the profile completeness stages.

Profile Progress Bar Color Message

Red Action needed: Complete your profile to get paid faster and get discovered.

Blue Recommended: Complete your profile to get paid faster and get discovered.

Green Great job! A complete profile helps you get paid faster and get discovered.

Next to the progress bar, the Last Updated field shows how long ago the profile was updated, for example, 2 minutes
ago or 10 days ago.

Valid until January 31, 2021 38

CSP Admin and User Guide Get Started with the CSP

The following table shows the color of the progress bar depending on the age of the profile.

Percentage of Last Updated < 1 Year Last Updated 1-2 Years Last Updated > 2 Years
Completeness Ago Ago Ago

< 50% Red Red Red

50% - 80% Blue Blue Red

80% - 100% Green Blue Red

The Learn More link next to the profile progress message opens the Get Discovered with a Complete Public Profile
popup with tips and information on the benefits of a complete public profile.

Clicking Update Profile opens your public profile for editing.

Profile summary
Under the section about your profile progress, you can see an actionable profile summary, which shows the number of
legal entities and registered users based on the information provided in your profile, and the number of connected users,
that is, the number of customers linked to your profile.

Clicking on the View link under Legal Entities takes you to the Admin / Legal Entity Setup page where you can add,
update, or deactivate legal entities.

Clicking on the View link under Registered Users directs you to the Admin / Users page where you can invite new or

Valid until January 31, 2021 39

CSP Admin and User Guide Get Started with the CSP

manage existing users.

The profile summary also indicates if you have ( ) or have not ( ) provided banking and diversity information, if you
accelerate orders/invoices, and if you have a bribery policy.

Profile information
To improve your progress by updating your profile, click on the:

• Improve Your Profile button on the Home page next to the section about your profile progress.

• Update Profile button in the Get Discovered with a Complete Public Profile popup.

• Edit Profile button on the Profile page after selecting Public Profile from the drop-down list.

Valid until January 31, 2021 40