Supplier Team Management - Xometry's Manufacturing Community
<main> <article class="userContent"> <h2 data-id="supplier-team-management">Supplier Team Management</h2><div class="blockquote"><div class="blockquote-content"><p class="blockquote-line">What is Team Management?</p></div></div><p>With <strong>Supplier Team Management</strong> you are now able to invite users to your team and give them limited access to the different tools within the Xometry platform based on their role. This guide provides you a step-by-step walkthrough on how to invite new users, edit their permissions, and manage your team.</p><div class="js-embed embedResponsive" data-embedjson="{"height":113,"width":200,"photoUrl":"https:\/\/i.ytimg.com\/vi\/-WwzAuh5Nnc\/hqdefault.jpg","videoID":"-WwzAuh5Nnc","showRelated":false,"url":"https:\/\/youtu.be\/-WwzAuh5Nnc","embedType":"youtube","name":"Learn With Luke EP16 | Alex Gunter | Supplier Team Management","frameSrc":"https:\/\/www.youtube.com\/embed\/-WwzAuh5Nnc?feature=oembed&autoplay=1"}"> <a href="https://youtu.be/-WwzAuh5Nnc" rel="nofollow noreferrer ugc"> https://youtu.be/-WwzAuh5Nnc </a> </div><h2 data-id="setting-up-supplier-team-management">Setting Up Supplier Team Management</h2><p>Navigate to your <a href="https://work.xometry.com/" rel="nofollow noreferrer ugc">job board</a> and select the menu on the left-hand side. Select <strong>Team Management</strong> underneath <strong>Partner Settings</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://us.v-cdn.net/6032202/uploads/JB296HZIY0VZ/pasted-image-0-2.png" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://us.v-cdn.net/6032202/uploads/JB296HZIY0VZ/pasted-image-0-2.png" alt="pasted image 0-2.png" height="597" width="1466" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h2 data-id="invite-team-members">Invite Team Members </h2><p>Click the <strong>Invite</strong> button to start inviting team members once you land on your Team Management dashboard. Enter the email(s) you would like to invite to your team and click <strong>Send invites</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh6.googleusercontent.com/--wJXbTFMfO_TcjbN5dVUsXqNTzPJKpL1AKzjV7L7aaYf51ie8wJP556yYDEeQGHPqvXqLaTgLhgW4VkJhVRFU_MVIwlcmXbFNRETKU4AK2U96Vogfql2FEwPNtv0oLTSR0DGOb1" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh6.googleusercontent.com/--wJXbTFMfO_TcjbN5dVUsXqNTzPJKpL1AKzjV7L7aaYf51ie8wJP556yYDEeQGHPqvXqLaTgLhgW4VkJhVRFU_MVIwlcmXbFNRETKU4AK2U96Vogfql2FEwPNtv0oLTSR0DGOb1" alt="--wJXbTFMfO_TcjbN5dVUsXqNTzPJKpL1AKzjV7L7aaYf51ie8wJP556yYDEeQGHPqvXqLaTgLhgW4VkJhVRFU_MVIwlcmXbFNRETKU4AK2U96Vogfql2FEwPNtv0oLTSR0DGOb1" height="533" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h2 data-id="edit-team-permission-settings">Edit Team Permission Settings</h2><p>You can edit your team members’ permission settings by selecting the three dots on the right side of the screen shown below and selecting <strong>Edit Permissions</strong>.</p><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh5.googleusercontent.com/KCsEW41Av533h6Hk1ygww8a31eyJ687fe1_vzE0EzGF3mlLgu8YC_Qq19wqtmNuzT85y1G93pxIdteZUwwhsCD-q1ogFMkZPKrLvUHx20k54A1w9JXYTbVkurxl_O-LS_TJqdJke" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh5.googleusercontent.com/KCsEW41Av533h6Hk1ygww8a31eyJ687fe1_vzE0EzGF3mlLgu8YC_Qq19wqtmNuzT85y1G93pxIdteZUwwhsCD-q1ogFMkZPKrLvUHx20k54A1w9JXYTbVkurxl_O-LS_TJqdJke" alt="KCsEW41Av533h6Hk1ygww8a31eyJ687fe1_vzE0EzGF3mlLgu8YC_Qq19wqtmNuzT85y1G93pxIdteZUwwhsCD-q1ogFMkZPKrLvUHx20k54A1w9JXYTbVkurxl_O-LS_TJqdJke" height="559" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p>Your team members will default to a <strong>Custom Permissions</strong> set which allows them to only access current and completed work or, you can create customized access for this user. You can also give users <strong>Admin Permissions</strong>, which gives them full access and the ability to manage the team. </p><ul><li><strong>Admin Permissions</strong> - Admins have full access that includes adding new members and all job board features.</li><li><strong>Custom Permissions</strong> - Only access current and completed work or create customized access for this user.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh6.googleusercontent.com/ZxG4VvhBZFkpRy0cclVDAUNbdlSsu-ZQ0UaK6KL13JG2hlFu2eFG-uXTe6xjgGsbqOAM8-7v-lR5uvgkM_4gNWw2Idl30mgo9EciBvFpP9SHVwZJlSVqwbamxFU_Dp1tozZJUHjX" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh6.googleusercontent.com/ZxG4VvhBZFkpRy0cclVDAUNbdlSsu-ZQ0UaK6KL13JG2hlFu2eFG-uXTe6xjgGsbqOAM8-7v-lR5uvgkM_4gNWw2Idl30mgo9EciBvFpP9SHVwZJlSVqwbamxFU_Dp1tozZJUHjX" alt="ZxG4VvhBZFkpRy0cclVDAUNbdlSsu-ZQ0UaK6KL13JG2hlFu2eFG-uXTe6xjgGsbqOAM8-7v-lR5uvgkM_4gNWw2Idl30mgo9EciBvFpP9SHVwZJlSVqwbamxFU_Dp1tozZJUHjX" height="532" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h3 data-id="price-information-permissions">Price Information Permissions</h3><p><strong>Price Information</strong> is set to <strong>No Access</strong> by default but you can change this to <strong>Full Access</strong> based on the user’s role in your organization. </p><ul><li><strong>No Access (Default)</strong> - User can’t view any price information on the job board, current work, completed work, or ship finances pages.</li><li><strong>Full Access</strong> - User can view all price information on the job board, current work, completed work, and shop finances pages.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh4.googleusercontent.com/Lm8OQs9H4deE-GT6zUMoV_9R1LjwlePVGpxhh9cym_jQXOB1-UWiJoyO7Ng6yy-96YG-k8oe5ierqJKufAdOqXtadQcQE3qtlr_wOv5WWjlK8cbrFvX8t7YhIWeTzfDoHERdsS9L" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh4.googleusercontent.com/Lm8OQs9H4deE-GT6zUMoV_9R1LjwlePVGpxhh9cym_jQXOB1-UWiJoyO7Ng6yy-96YG-k8oe5ierqJKufAdOqXtadQcQE3qtlr_wOv5WWjlK8cbrFvX8t7YhIWeTzfDoHERdsS9L" alt="Lm8OQs9H4deE-GT6zUMoV_9R1LjwlePVGpxhh9cym_jQXOB1-UWiJoyO7Ng6yy-96YG-k8oe5ierqJKufAdOqXtadQcQE3qtlr_wOv5WWjlK8cbrFvX8t7YhIWeTzfDoHERdsS9L" height="532" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h3 data-id="current-work-permissions">Current Work Permissions</h3><p><strong>Current Work</strong> is set to <strong>Full Access</strong> by default but you can change this to <strong>No Access or View Only</strong> based on the user’s role in your organization. </p><ul><li><strong>No Access</strong> - User can’t view jobs, upload documents, edit job/part statuses, or edit tracking information.</li><li><strong>View Only</strong> - User can view jobs, but can’t upload documents, edit job/part statuses, or edit tracking information. </li><li><strong>Full Access (Default)</strong> - User can view jobs, upload documents, edit job/part statuses, or edit tracking information.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh3.googleusercontent.com/ZpwGuL4vY8zs2oDyO3KvS-TlYSMVTyw-hNnKiAtwmxZfal_aN9V4I54pxVvwIo8kfQX-Ypybhm_RAYNR9iBPqBXPmFKNP9rnpRXKq9sUAlIWL9ijPRrIQfFhWFGDSY0uF0KcDqYF" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh3.googleusercontent.com/ZpwGuL4vY8zs2oDyO3KvS-TlYSMVTyw-hNnKiAtwmxZfal_aN9V4I54pxVvwIo8kfQX-Ypybhm_RAYNR9iBPqBXPmFKNP9rnpRXKq9sUAlIWL9ijPRrIQfFhWFGDSY0uF0KcDqYF" alt="ZpwGuL4vY8zs2oDyO3KvS-TlYSMVTyw-hNnKiAtwmxZfal_aN9V4I54pxVvwIo8kfQX-Ypybhm_RAYNR9iBPqBXPmFKNP9rnpRXKq9sUAlIWL9ijPRrIQfFhWFGDSY0uF0KcDqYF" height="559" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h3 data-id="completed-work-permissions">Completed Work Permissions</h3><p><strong>Completed Work</strong> is set to <strong>Full Access</strong> by default but you can change this to <strong>No Access</strong> based on the user’s role in your organization.</p><ul><li><strong>No Access</strong> - User can’t view jobs, upload documents, edit job/part statuses, or edit tracking information.</li><li><strong>Full Access (Default)</strong> - User can view jobs, upload documents, edit job/part statuses, or edit tracking information.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh4.googleusercontent.com/04RSV7x9WZvZkQpnKsTSnS7gSLAeBkY_frFXiB9ldZDb9i5-v8ADm4kU09aoVKtOYlAUewyzqQC52pxnjDVYwePCVI0uwYyfhoPhNGJpJXWnjD_7-zi_eEoOxqMwWSLEgnN2j86n" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh4.googleusercontent.com/04RSV7x9WZvZkQpnKsTSnS7gSLAeBkY_frFXiB9ldZDb9i5-v8ADm4kU09aoVKtOYlAUewyzqQC52pxnjDVYwePCVI0uwYyfhoPhNGJpJXWnjD_7-zi_eEoOxqMwWSLEgnN2j86n" alt="04RSV7x9WZvZkQpnKsTSnS7gSLAeBkY_frFXiB9ldZDb9i5-v8ADm4kU09aoVKtOYlAUewyzqQC52pxnjDVYwePCVI0uwYyfhoPhNGJpJXWnjD_7-zi_eEoOxqMwWSLEgnN2j86n" height="559" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h3 data-id="job-board-permissions">Job Board Permissions</h3><p><strong>Job Board</strong> is set to <strong>No Access</strong> by default but you can change this to <strong>View Only</strong> <strong>or Full Access</strong> based on the user’s role in your organization. </p><ul><li><strong>No Access (Default)</strong> - User can’t view jobs, accept, or provide feedback on job offers.</li><li><strong>View Only</strong> - User can view the job board but can’t accept or provide feedback on job offers.</li><li><strong>Full Access</strong> - User can accept and provide feedback on job offers.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh3.googleusercontent.com/JY-eSKPFyjiECF3Y2CM7ah2VaCIPFo7b_rU-MGJV1wDShcPLWecQcNyfna1wwN6FJeSL_5E8b9EQYEiZXG9LQPgzjtNPGO0fnsXdth2fpbcZ4Cub-e9eb9hGcJI4qXOxVbo7JbMj" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh3.googleusercontent.com/JY-eSKPFyjiECF3Y2CM7ah2VaCIPFo7b_rU-MGJV1wDShcPLWecQcNyfna1wwN6FJeSL_5E8b9EQYEiZXG9LQPgzjtNPGO0fnsXdth2fpbcZ4Cub-e9eb9hGcJI4qXOxVbo7JbMj" alt="JY-eSKPFyjiECF3Y2CM7ah2VaCIPFo7b_rU-MGJV1wDShcPLWecQcNyfna1wwN6FJeSL_5E8b9EQYEiZXG9LQPgzjtNPGO0fnsXdth2fpbcZ4Cub-e9eb9hGcJI4qXOxVbo7JbMj" height="559" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <h3 data-id="shop-finances">Shop Finances</h3><p><strong>Shop Finances</strong> is set to <strong>No Access</strong> by default but you can change this to <strong>View Only or Full Access</strong> based on the user’s role in your organization. </p><ul><li><strong>No Access (Default)</strong> - User can’t view or edit financial information, financial settings page.</li><li><strong>View Only</strong> - User can view shop finances and financial settings page but can’t edit.</li><li><strong>Full Access</strong> - User can view and edit shop finances, financial settings, and page.</li></ul><div class="embedExternal embedImage display-large float-none"> <div class="embedExternal-content"> <a class="embedImage-link" href="https://lh3.googleusercontent.com/iHJx8dA46uLrgu2BrgSjrD2Gerzyb0gbjOGGFxBtyLyNdWNKtyHQHvz_3IGQ66DYEuYfg8Qd4SjoPed22yq4AYioGUyKjP0o0qD5mPRcxv0K-XYarCjq4DiVftLMR85uMp0mguwk" rel="nofollow noreferrer noopener ugc" target="_blank"> <img class="embedImage-img" src="https://lh3.googleusercontent.com/iHJx8dA46uLrgu2BrgSjrD2Gerzyb0gbjOGGFxBtyLyNdWNKtyHQHvz_3IGQ66DYEuYfg8Qd4SjoPed22yq4AYioGUyKjP0o0qD5mPRcxv0K-XYarCjq4DiVftLMR85uMp0mguwk" alt="iHJx8dA46uLrgu2BrgSjrD2Gerzyb0gbjOGGFxBtyLyNdWNKtyHQHvz_3IGQ66DYEuYfg8Qd4SjoPed22yq4AYioGUyKjP0o0qD5mPRcxv0K-XYarCjq4DiVftLMR85uMp0mguwk" height="559" width="624" loading="lazy" data-display-size="large" data-float="none"></img></a> </div> </div> <p><br></p> </article> </main>