Skip to content

Commit

Permalink
Merge pull request #86 from msupply-foundation/Add-HSH-new-release-docs
Browse files Browse the repository at this point in the history
Add hsh new release docs
  • Loading branch information
fergie-nz authored Sep 17, 2024
2 parents 2e06da7 + 8c62fe3 commit c07dbc5
Show file tree
Hide file tree
Showing 2 changed files with 89 additions and 20 deletions.
5 changes: 3 additions & 2 deletions content/health-supply-hub/supplier/managing_users.md
Original file line number Diff line number Diff line change
Expand Up @@ -19,14 +19,14 @@ top = false

Within your organisation account in HSH there are two different User roles:

#### Organisation Access (General user):
#### Organisation Access (General user)

- can view quotes;
- can upload quotes;
- can upload additional documentation; and
- can submit quotes;

#### Organisation Admin (Administrator):
#### Organisation Admin (Administrator)

- same access as above;
- additionally is able to do system administrative tasks, including managing users for your organisation, and updating the organisation's details.
Expand Down Expand Up @@ -88,6 +88,7 @@ They can then activate their account by clicking on the ‘Activate Account’ b
c. Name
d. Email
e. Role in your organisation – either Administrator or Access.

![Edit User](/health-supply-hub/supplier/images/user_edit_modal.png)

3. When you are satisfied with the changes made, click ‘OK’
Expand Down
104 changes: 86 additions & 18 deletions content/health-supply-hub/supplier/registration.md
Original file line number Diff line number Diff line change
Expand Up @@ -21,28 +21,96 @@ By requesting to register your organisation on HSH you acknowledge that you have

### Registration Process

1. To register your organisation please use the supplier registration form [here](https://health-supply-hub.msupply.org/register)
2. You will need to provide basic information about your organisation and your organisation's approved HSH Administrator.
[Health Supply Hub](https://health-supply-hub.msupply.org) has an easy to register form for suppliers. When you visit for the first time, go to this link to access the registration form:

3. The HSH Team will then register your organisation. Once processed, all designated users will receive a verification email. Click the provided link to navigate to the user account activation page.
![User invitation page](/health-supply-hub/supplier/images/invited_email.png)
![Supplier registration button](/health-supply-hub/supplier/images/supplier_login-page-registration-form.png)
This link will take you to the supplier registration form.

4. Should you have any issues or queries about the registration process, please email the [HSH Support Team](mailto:[email protected])
#### Organisation Details

5. To finish setting up your account enter your:
- Desired username;
- Full name; and
- New account password.
6. Then click the Activate Account button.
![User invitation page](/health-supply-hub/supplier/images/activate_user_account.png)
7. Now your account is activated and you can now log into the HSH e-portal.
1. Enter your organisation's details

![Supplier registration form organisation details](/health-supply-hub/supplier/images/supplier_organisation_details.png)

#### Contact Details

2. Enter the contact details of your organisation

![supplier registration form organisation details](/health-supply-hub/supplier/images/supplier_contact_details.png)

<div class="note">
Ensure the primary email here is recorded correctly. This is the email that Health Supply Hub administrators will use to contact you about your application.
</div>

#### Users

3. Enter user details for your organisation.

![supplier registration form organisation details](/health-supply-hub/supplier/images/supplier_users.png)

You can add as many users as you need for your organisation by pressing the new user button.

<div class="note">
Ensure at least one user for your organisation has Organisation Admin permission status.
</div>

#### Business Interests

4. Enter business interest details for your organisation.

![Business interests](/health-supply-hub/supplier/images/supplier_business_interests.png)

Business interests will be visible on your public organisation profile to purchaser organisations. They will use this information to invite suppliers whose business interests align with the tender.

A public supplier organisation profile is optional. To make your organisation private, toggle the private selection.

A private organisation won't have a visible profile page for purchaser organisations to view.

Your organisation's profile can be customised and changed between public and private at any time.

<div class="note">
Setting your organisation to private does not affect your organisations ability to submit quotes to tenders. Purchaser organisations can also still invite your organisation to tenders.
</div>

#### Confirmation

5. After entering all details, confirm your application by pressing the submit button.

![Confirmation Page](/health-supply-hub/supplier/images/supplier_confirmation_button.png)

If your application is missing any information, you will be prompted here to fill out all required information.

<div class="note">
Setting your organisation to private does not affect your organisations ability to submit quotes to tenders. Purchaser organisations can also still invite your organisation to tenders.
</div>

![Confirmation Message](/health-supply-hub/supplier/images/supplier_confirmation_message.png)

After confirming, our admin team will review your application.

You will then receive an email with a response from our admin team.

![Registration Accepted Email](/health-supply-hub/supplier/images/supplier_registration_accepted_email.png)

If your application is denied for any reason, we will also let you know.

![Registration Denied Email](/health-supply-hub/supplier/images/supplier_registration_denied_email.png)

<div class="note">
If your application is declined, our admin team will provide reasons why. You can also contact <a href="mailto:[email protected]">Health Supply Hub</a> team if you have any questions about your application, or simply respond to emails regarding your application.
</div>

After your application is accepted, each of your users which were added in your application process will also receive an email.
This will be used for them to set up their user login for [Health Supply Hub](https://health-supply-hub.msupply.org).

![User setup email](/health-supply-hub/supplier/images/supplier_registration_user_activation_email.png)

### Tips

1. Save the `[email protected]` email address to your safe sender list
1. If your company has several locations, register the company against the head office and add contact details for individuals at the different locations. Once registered, you can add several contacts in the Users section. See [Managing your organisation in HSH](/health-supply-hub/managing-users/)' for more information
1. Email alerts and actions will be sent to the email addresses you provide, so if possible it is useful to enter an email address that is accessible by multiple approved users in the Administrator User Details section such as `[email protected]`
1. For cases where the Administrator person or inbox may be unavailable, we strongly recommend you add additional Users so they can gain access to the HSH site and receive copies of any emails without needing to contact the HSH Support Team
1. Your organisation can have as many administrators and users as it wants
1. If you have previously registered with the Health Supply Hub e-portal, you do not need to register again
1. If you lose access to your email, you can email the HSH Support Team ([email protected]) to get a new user account and email set up with your organisation
2. If your company has several locations, register the company against the head office and add contact details for individuals at the different locations. Once registered, you can add several contacts in the Users section. See [Managing your organisation in HSH](/health-supply-hub/managing-users/) for more information
3. Email alerts and actions will be sent to the email addresses you provide, so if possible it is useful to enter an email address that is accessible by multiple approved users in the Administrator User Details section such as `[email protected]`
4. For cases where the Administrator person or inbox may be unavailable, we strongly recommend you add additional Users so they can gain access to the HSH site and receive copies of any emails without needing to contact the HSH Support Team
5. Your organisation can have as many administrators and users as it wants
6. If you have previously registered with the Health Supply Hub e-portal, you do not need to register again
7. If you lose access to your email, you can email the [HSH Support Team](mailto:[email protected]) to get a new user account and email set up with your organisation

0 comments on commit c07dbc5

Please sign in to comment.