INTRODUCTION OVERVIEW DETAILS. isupplier Job Aid: How to view and update your company profile

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Barry Hoover
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1 INTRODUCTION Use this job aid to help you view and update your company. Prior to beginning this process, open the isupplier Portal. OVERVIEW What do you need help doing? View/update an address Create an address View/update user access Create user access View/update a bank account Create a bank account DETAILS View/update an address 1. To begin, select CIGNA - isupplier ADMIN. Page 1

2 2. Click the Address Book link. 3. The Address Book provides information about your company's registered addresses. Page 2

3 4. Click the Update button. This allows you to review and update the details about the address. 5. Review and/or update your address information. Page 3

4 6. Add a brief note explaining the change or update to the address information. When you update and/or create a new address, Cigna will need to approve before the system is updated. Page 4

5 7. Click Save if you've updated your address. Click Cancel if you've only reviewed the information. 8. Congratulations! You have completed this task. Create an address 1. To begin, select CIGNA - isupplier ADMIN. Page 5

6 2. Click the Address Book link. 3. Click the Create button. Page 6

7 4. The Address Name should be the city of the address. 5. Add the rest of the required address information. Page 7

8 6. You can type this optional information if needed. 7. Select which of these options apply to this address. 8. Add a brief note explaining the new address information. Page 8

9 9. Click the Save button. 10. Congratulations! You have completed this task. Page 9

10 View/update user access 1. To begin, select CIGNA - isupplier ADMIN. 1. Click the Contact Directory link. Page 10

11 2. The Contact Directory provides information about which of your company's registered employees have access to isupplier. 3. Click the Update button. This allows you to review and update the details about the active contact. Page 11

12 4. Click the Expand button. Page 12

13 5. Review and/or update your user's information and responsibilities. When you update and/or add a new user account, Cigna will need to approve before the system is updated. Scroll down to review the whole page. Page 13

14 6. Click Apply if you've updated your user's information and responsibilities. If you've only reviewed the information, you can click Cancel. 7. Congratulations! You have completed this task. Page 14

15 Create user access 1. To begin, select CIGNA - isupplier ADMIN. 2. Click the Contact Directory link. Page 15

16 3. Click the Create button. 4. Fill in the appropriate information. Page 16

5. Click the Create User Account for this Contact option. If you uncheck this box for any of your contacts, they will be listed under Inactive Contacts on the Contact Directory.

17 5. Click the Create User Account for this Contact option. If you uncheck this box for any of your contacts, they will be listed under Inactive Contacts on the Contact Directory. Once approved, the new contact will receive a system-generated with their user name and temporary password. User names default to the contact s address. 6. Type the supplier name. You can type % to pull up all the registered suppliers. Page 17

18 7. Click the magnifying glass. 8. Choose an option. Page 18

19 9. Click the Select button. 10. Scroll down to see the whole page. Page 19

20 11. Choose a responsibility. 12. Click the Apply button. This application goes to Cigna for approval before user access is applied/updated. Page 20

21 13. Congratulations! You have completed this task. View/update a bank account 1. To begin, select CIGNA - isupplier ADMIN. Page 21

22 2. Click the Banking Details link. 3. The Banking Details page provides information about your company's bank accounts on file with Cigna. You can also set up or modify accounts from here. Page 22

23 4. You can choose to look at specific types of accounts by selecting from the dropdown menu. 5. Click the All Accounts list item. 6. Click the Go button. Page 23

24 7. Click the Update button. This allows you to review and update the details about the account. 8. Review and/or update your bank and bank account information. Page 24

25 9. Click the Show Branch Details link. Page 25

26 10. Click the Show Account Details link, then scroll down to see the whole page. Page 26

27 11. Add a brief note explaining the change if you ve updated the banking information. When you update and/or create a new banking account, Cigna will need to approve before the system is updated. Page 27

28 12. You would click Save if you've updated your banking details. Click Cancel if you've only reviewed the information. 13. Congratulations! You have completed this task. Create a bank account 1. To begin, select CIGNA - isupplier ADMIN. Page 28

29 2. Click the Banking Details link. 3. Click the View list. Page 29

30 4. Click the General Accounts list item. 5. Click the Go button. 6. Click the Create button. Page 30

31 7. Enter the name of the bank. 8. Enter the name of the bank branch. Page 31

32 9. Enter the account number. Page 32

33 10. Click the Save button. 11. Congratulations! You have completed this task. Page 33

Table of Contents. CPS Supplier Portal 05 - Self-Service "Admin"

Table of Contents. CPS Supplier Portal 05 - Self-Service Admin Table of Contents Introduction... 2 Prerequisites... 2 General... 3 Company Profile - Organization... 4 Contact Directory... 5 Create a New Contact... 6 Update a Contact... 8 Inactivate a Contact... 10