Suppliers

The Suppliers area is where System administrators create and maintain Supplier accounts. A supplier account links one Organization record to a single Supplier admin user and controls whether that supplier organization is active on the platform. Supplier organizations provide the professionals who deliver teaching and coaching services.

Only users with the System administrator role can open Suppliers. The menu item appears under SUPPLIERS in the sidebar (below the SYSTEM section). No other role has access to this page.

Before you create a supplier, the organization must already exist under Organizations. See Organizations for how to add one.

Accessing Suppliers

Sign in with a System administrator account.
In the left sidebar, open the SUPPLIERS section.
Click Suppliers.

Suppliers list

The list shows all supplier accounts, including soft-deleted ones. Deleted rows are styled differently and display a DELETED status chip.

Search

Use the Search field to find suppliers by linked organization name or organization number. Results update automatically as you type.

Table columns

Column	Description
Organization	Name of the linked organization. Sortable (default: name ascending).
Status	ACTIVE (green), INACTIVE (red), or DELETED (red, soft-deleted rows). Sortable.
Administrator	Name of the assigned Supplier admin, or empty when no administrator is assigned (for example after soft delete).
Actions	Row menu (see below).

Pagination shows Showing X–Y of Z results (20 suppliers per page by default).

Sorting

Open the column header menu (three dots) on sortable columns and choose Sort ascending or Sort descending for:

Organization
Status

Row actions

Open the Actions menu (⋮) on a row.

Action	When available	Description
Edit	Not soft-deleted	Opens the Edit supplier side panel (available for both ACTIVE and INACTIVE suppliers)
Recover	Soft-deleted only	Restores the supplier account (see Recover a supplier)
Delete	Not soft-deleted	Soft-deletes the supplier (see Delete a supplier)
Permanently delete	Soft-deleted only	Removes the record permanently when allowed (see below)

Click ADD SUPPLIER above the table to create a new supplier account.

Add supplier

Click ADD SUPPLIER to open the Add supplier side panel.

Field	Required	Notes
Organization	Yes	Pick one organization that is not already linked to a supplier account (including soft-deleted suppliers). Create the organization first under Organizations if it is not listed.
Supplier admin	Yes	Pick a user who holds the Guest role and is not already the Supplier admin of another supplier. Use the search box inside the dropdown to filter by name or email. Anonymized users cannot be selected.
Status	Yes	Active or Inactive. Default is Active.

Click CREATE to save.

When a supplier is created:

The selected user receives the Supplier admin role on the new supplier team.
The new Supplier admin is notified by email and in-app notification.
The supplier organization can begin inviting and managing professionals (see Supplier admin documentation).

Each organization can have at most one supplier account, and each user can be Supplier admin for at most one supplier at a time.

Edit supplier

For a supplier that is not soft-deleted, open Actions → Edit to change:

Field	Notes
Organization	Switch to another organization that is not already linked to a different supplier. The current organization remains selectable while editing.
Supplier admin	Transfer the role to another eligible Guest user. The previous Supplier admin loses the role and is notified; the new administrator is assigned and notified.
Status	Set Active or Inactive. When you mark a supplier Inactive, the current Supplier admin is notified. An inactive supplier cannot accept new professional invitations until it is set back to Active.

Click UPDATE to save changes.

Delete a supplier

Start deletion from the list Actions menu → Delete (or Permanently delete for an already soft-deleted row).

Soft delete (not soft-deleted supplier)

Read the warning: the supplier account for the named organization will be marked deleted and unreachable.
Type DELETE in the confirmation field (exact text, case-sensitive).
Click DELETE.

Soft-deleting a supplier also:

Removes the Supplier admin role from the assigned user and clears the administrator on the supplier record.
Notifies the former Supplier admin that the role was removed.
Soft-deletes all professionals linked to that supplier.
Deletes pending supplier invitations for that account.

The supplier remains in the list with a DELETED status chip. It cannot be edited until recovered.

Permanent delete (soft-deleted supplier)

For a row that is already soft-deleted, Permanently delete removes the supplier record from the database permanently.

Permanent delete is blocked when the supplier still has related professional records (even soft-deleted), because that counts as critical related data. When permanent delete is allowed, you still must type DELETE to confirm.

If permanent delete succeeds, the linked Organization record is not deleted.

Recover a supplier

For a soft-deleted supplier, open Actions → Recover.

Read the confirmation message naming the organization.
Select a Supplier admin — a Guest user who is not already Supplier admin on another supplier.
Click RECOVER.

The supplier account is restored, the selected user receives the Supplier admin role and is notified, and the account becomes active in the list again.

If the linked organization was soft-deleted together with the supplier, recovering the supplier also restores that organization automatically.

Professionals and invitations removed during soft delete are not automatically restored. Manage those separately after recovery if needed.

How suppliers relate to organizations

Concept	Description
Organization	Master record with legal and address data (Organizations)
Supplier	Operational supplier account tied to exactly one organization (this section)
Supplier admin	Single user who manages the supplier organization on the platform

Creating an organization under Organizations does not create a supplier. After the organization exists, use ADD SUPPLIER here when you need that organization to deliver services as a supplier.

Soft-deleting an organization that has a linked supplier also soft-deletes the supplier. Recover the supplier (and assign a Supplier admin) under Suppliers, or recover the organization under Organizations, as appropriate.

Organizations — master organization records used when creating suppliers
Users — user accounts that may become Supplier admin
Notifications — email and in-app notifications when suppliers are created, updated, or deactivated
Supplier admin — what the assigned Supplier admin can do after the account is created