Supplier Review Settings

Note: Specific privileges are required to edit the supplier review settings. To gain access, talk to your local Ciso System Administrator.

When a Supplier Review is started by an organization, the suppliers are directed through email to a supplier review portal for a self-assessment questionnaire. In these settings, you can alter the contents of the portal’s landing pages and set up email templates.

To get to the Supplier Review Settings, follow these steps:

1. Click the cogwheel icon in the top navigation panel, then select Global Settings.
2. In the left navigation panel, select Supplier Review Settings
3. Finally, select Portal Settings, Email Templates, or Landing Pages, depending on which content you want to edit.

Edit the Portal's Home Page

The introduction text on the Supplier Review Portal’s home page can be altered under Portal Settings.

Tip: The content on the home page can be personalised by using template strings. A list of valid template strings can be found on the right-hand side of the Supplier Review Settings view.

To edit the introductory text, do as follows:

1. Go to the cogwheel and then select Global Settings
2. In the left navigation panel, under Supplier Review Settings, select Email Templates
3. Write in the "Introduction" text box to alter the body text on the Supplier Review Portal's home page.

Edit Email Templates

There are three different templates for Supplier Review emails:

• "Supplier Invitation",
• "Contact Person Verification", and
• "Self-Assessment Completed"

The "Supplier Invitation" and "Contact Person Verification" emails are connected to a corresponding landing page.

Tip: The content in the email templates can be personalised by using template strings. A list of valid template strings can be found on the right-hand side of the Supplier Review Settings view.

To edit an email template, do as follows:

1. Go to the cogwheel and then select Global Settings
2. In the left navigation panel, under Supplier Review Settings, select Email Templates
3. Choose which template to edit in the drop-down menu called "Template".
4. Write in the text box called "Subject" to alter the email subject.
5. In the section called "Body", write in the different text boxes to alter the email’s body text.

Edit Landing Pages

There are two different templates for landing pages: "Invite Page" and "Verification Page". They are each connected to a corresponding email template.

Tip: The content in the email templates can be personalised by using template strings. A list of valid template strings can be found on the right-hand side of the Supplier Review Settings view.

To edit a landing page template, do as follows:

1. Go to the cogwheel and then select Global Settings
2. In the left navigation panel, under Supplier Review Settings, select Email Templates
3. Choose which template to edit in the "Landing page template" drop-down menu.
4. Write in the "Header" text box to alter the landing page's header.
5. Write in the "Body" text box to alter the landing page's body content.