Supplier Portal
Reference for Supplier Portal in Wholechain Settings.
At a glance
| Item | Detail |
|---|---|
| Purpose | Manage the information shared with customers. |
| Applies to | The whole account. |
| Where to find it | Organization Settings > Supplier Portal. Open Settings with the gear icon at the bottom of the left-hand navigation bar or the Settings button on the Dashboard. |
| Plan note | The standard portal includes a Connect page. A Document Library is included for Premium and Enterprise plans. |
| More detail | Editor behavior is covered in the dedicated Supplier Portal documentation. |
Domain Management
| Element | Description |
|---|---|
| Custom Subdomain | Editable subdomain followed by .wholechain.app. |
| Copy URL | Copies the portal URL. |
| My Domain | Shows the connected domain or N/A, with a connection status such as Not Connected. Status changes to Connected when configuration is complete. |
| Add Domain | Opens the Add Custom Domain wizard: Enter Domain (field Domain, buttons Cancel and Next), Verify Domain, Configure CNAME. Activation can take approximately 30 minutes to eight hours. |
Versions
| Element | Description |
|---|---|
| Create New Version | Immediately creates a portal version and opens the Supplier Portal editor. |
| Status badge | For example Published. |
| Modified | Date and time the version last changed. |
| Preview | Opens the portal in a new tab once published. |
| Three-dot menu | Actions by state (below). |
| Version state | Menu options |
|---|---|
| Published | Rename, Clone |
| Draft | Publish, Clone, Rename, Delete |
| Action | Behavior |
|---|---|
| Rename | Inline edit of the version name. |
| Clone | Creates an editable draft from the version. |
| Publish | Replaces the currently published portal version with the draft. |
| Delete | Opens Delete Version: "Are you sure you want to delete this version? This action cannot be undone." |
Supplier Access
| Option | Who can access selected pages |
|---|---|
| Public | Anyone. Connecting with the organization still requires an invitation. |
| Trade partners | Only pre-approved Trade Partners. |
Rules
| Rule | Behavior |
|---|---|
| Published versions | Cannot be edited; clone to a draft. |
| Publishing | Replaces the current published version. Further changes need another editable draft, usually cloned from the published version. |
| Public pages | Public page access and permission to connect are separate. |
| Domain activation | Expected range approximately 30 minutes to eight hours; not guaranteed. |
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