Getting Started in the Graphite Supplier Network

Summary

Graphite Connect streamlines the onboarding process with secure, easy-to-follow steps. Suppliers must authenticate via two-factor authentication and may need to verify their identity with a government ID and selfie. Upon receiving an invitation, suppliers create a personal account and company profile. Tasks are tracked via a taskbar, and colleagues can be delegated specific sections for completion. Banking information must be reviewed and approved by a secondary user. Once all tasks are complete, customers are notified, and Graphite Connect ensures secure data exchange, helping suppliers manage contracts and RFX processes efficiently.

Takeaways

• 😀 Two-factor authentication (2FA) is required for all suppliers to secure their accounts on Graphite Connect.
• 😀 Suppliers may be asked to verify their identity through a government ID and selfie, ensuring compliance with security standards.
• 😀 Upon receiving an email invitation from a customer, suppliers must click the accept invite button to start the onboarding process.
• 😀 A personal account is created by verifying name, email, and setting a password during the initial signup phase.
• 😀 If another colleague is better suited to handle the invite, the supplier can redirect the invitation to them.
• 😀 Creating a company profile involves answering questions to ensure uniqueness and prevent duplication of profiles.
• 😀 A secondary user must be added to approve banking information and assist in company account recovery.
• 😀 For smaller companies, a verification call with Graphite support may be required to complete onboarding.
• 😀 The taskbar displays all necessary tasks and guides suppliers through the completion process, showing required actions step-by-step.
• 😀 Tasks can be delegated to colleagues for sections requiring their input, ensuring smooth collaboration on the profile setup.
• 😀 Once all sections are completed, suppliers must certify that the information provided is accurate before submitting it.
• 😀 If banking information is requested, a colleague will need to approve it, and the customer will be notified once the process is complete.
• 😀 Suppliers can log in anytime to check their onboarding progress and view detailed task status on their customer’s homepage.
• 😀 Graphite Connect offers additional tools like Click Share and Graphite Responder to streamline RFX responses and enhance supplier-customer interaction.

Q & A

What is the primary security measure required for suppliers in Graphite Connect?

All suppliers are required to use two-factor authentication via SMS or an authentication app to secure their accounts.

What steps are involved in the identity verification process for Graphite Connect?

Suppliers may be asked to complete a GDPR-compliant identity verification, which involves showing a government ID and taking a quick selfie. If unable to complete, the Graphite support team can assist.

What should I do if I am unable to complete the identity verification process?

If you are unable to complete the identity verification, a member of the Graphite support team will assist you in completing your onboarding.

What is the first action to take when receiving an email invitation from Graphite Connect?

Click the 'Accept Invite' button in the email to access Graphite Connect and begin the onboarding process.

Why is having a company’s tax information, like a W9, important in the onboarding process?

Having your company's tax information ready, such as a W9, helps speed up the onboarding process.

What happens if a colleague is better suited to accept the invitation instead of me?

You can click the 'Redirect Invite' button to send the invitation to a colleague who is better suited to accept it.

What steps are involved in creating a company profile in Graphite Connect?

You will need to answer a series of questions to ensure a unique company profile. If someone from your company has already created a profile, you’ll need to request access.

What happens if a secondary user is not available in a small company?

If no secondary user is available, you will need to perform a verification call with the Graphite Connect support team later in the process.

How do I track the progress of my onboarding tasks in Graphite Connect?

You can track your progress using the taskbar at the top of your screen, which will display open tasks and allow you to start the next required task.

What should I do if my company needs to approve banking information during the onboarding?

If your company needs to approve banking information, a colleague will need to review and approve it before the task is considered complete.

What happens after completing all tasks in the onboarding process?

Once all tasks are completed, your customer will be notified, and your company’s information will be validated by Graphite Connect. The customer may also perform risk reviews.

What is the benefit of using Graphite Connect for contracts?

If your customer uses Graphite Connect for contracts, you will receive an email invitation to review and sign, making the contract process more streamlined.