HOW TO CREATE AN ACCOUNT &
INVITE SUPPLIERS

1: Registration of a new user

  • Click on the registration link received in an email. 

 

  • The link will open Orixe’s registration form. Click “Register” 

 

  • Fill out all the fields and click “Create account”  
  • The “Create an account” button will lead you to the Orixe dashboard. 
  • The most recent notifications are viewable in the dashboard. 
     
  • In the following example,  company 5 accepted a invitation to connect with you 

2: How to invite suppliers to the Sustainability and Audit module

2.1: Inviting suppliers to the Sustainability assessment

 

  • Click on the Sustainability Module 
  • The “Invite suppliers to fill out the sustainability form” button will appear on the top of the site. Click on the button.  
  • It is required to have submitted the assessment in order to invite new suppliers. 
  • Two alternatives will show. Either Choose existing suppliers or Create new invitation”.  

2.2: Choosing an existing supplier

  • Click on the “Choose existing suppliers” button. 
  • Choose the suppliers from the drop-down menu and click “Continue”. 

 

2.2: Choosing an existing supplier

 

  • Click on the “Create new invitation” button and “Add new supplier”. 
  • The “Invite a Supplier” form will appear. Fill out the fields. 
  • Enter the name for the invitation code.  
  • The “Expiry date” function determines how long the link will be valid for.  
  • Click “Allow the Code to be Redeemed Multiple Times” in order to make the link usable multiple times. This function is especially beneficial if the invite will be sent to multiple suppliers. 
  • Click “Create” 
  • You will be redirected to the invitation page. Click “Copy Snippet to Clipboard” and click “Continue”. 
  • Paste the snippet into a new e-mail and send it to the suppliers. 
  • The “Copy Code to Clipboard” function copies the invite code. The code can be used in order to connect accounts under the “Connections” function.  

2.3: Inviting suppliers to the Audit

  • Click on the Audit Module  
  • The top menu of the Audit module shows the following functions: Auditor View, Submitter View, and Templates. 
  • Click on the “Auditor View” button 

 

  • The auditor viewer site will appear. Click the “New Audit Request” function. 
  • Choose a template and click “Continue”. If there are no template alternatives, follow the instructions from the Audit Tutorial.  
  • Either “Choose existing supplier” or “Add new supplier”. 

2.4: Choosing existing suppliers

  • Click on the drop-down menu and select the supplier(s). 
  • It is required for the accounts to be connected in order to choose existing suppliers. 
  • Click “Continue”. 

 

CAN'T FIND WHAT YOU'RE LOOKING FOR?

Das customer success team ist hier, um Sie und Ihre Lieferanten zu unterstützen. Unser Ziel ist es, dafür zu sorgen, dass Sie sich gut einarbeiten und die Orixe-Plattform gut nutzen können.

de_DEGerman