Managing Supplier Contact Information

  Log in to the Harbor system

Before proceeding with this help guide, you must be logged into the Harbor financial system. For your security, Harbor requires Multi-Factor Authentication (MFA) to complete the login process.

Log In to Harbor LogIn Instructions 

1From the home page, select the Supplier Portal from the Apps section

An image of the home page in Harbor with the Supplier Portal icon selected

2From Supplier Portal page, scroll down to bottom

3Under Company Profile select Manage Profile

An image of the Supplier Portal with the "Manage Profile" link highlighted

4On Company Profile Page, select EDIT

The company profile screen in harbor. The edit button in the upper right hand corner has a red circle around it.

5Select YES to popup Warning

Screenshot showing a pop up warning

6The Edit Profile will update to an editable state.

Screenshot of the Edit Profile Change Request screen

7Provide a Change Description. This should provide a summation of the changes being requested – such as Contact information

8Select Contacts at top

Screenshot of the Edit Profile Change Request screen with a red circle around the Contacts navigation link

9Once on Contacts page you may Add, Edit or Delete a contact

An interface titled "Edit Profile Change Request: 3002" from the "HARBOR" portal. A multi-tab navigation menu highlights the "Contacts" tab. Below this, a toolbar includes a prominent plus sign icon highlighted by a red rounded square, used for adding new contacts. A table displays an existing contact row for "Beans, Frank" with the job title "CEO", email "r.eginagilangies@gmail.com", phone number "+1 (610) 544-1234", and green checkmark badges indicating they are an Administrative Contact with an active Us

10To Add a contact, select the “+”

A web interface for "Edit Profile Change Request: 3002" under the "HARBOR" portal. The "Contacts" tab is selected from a horizontal menu. A red rounded square highlights the "+" (Add) icon on the table toolbar. The contact table displays one row for "Beans, Frank", with the job title "CEO", email "r.eginagilangies@gmail.com", and phone "+1 (610) 544-1234". Green checkmarks confirm they are an Administrative Contact with a User Account, and the status is "Active". Action buttons like "Save" sit in the upper

11A Create Contact window will open.

A "Create Contact" modal window overlaid on the HARBOR web portal. The form contains entry fields for personal details, including Salutation, First Name, Middle Name, Last Name, Job Title, and an Administrative contact checkbox. Communication fields on the right include Phone, Mobile, Fax, Email, and Status (set to Active). Below the main details are two expandable sections: "Contact Addresses" and "User Account," both currently displaying empty data tables. Action buttons "Create Another," "OK," and "Cnl

12If you would like for this contact to have the Administrative contact role, you MUST select Administrative contact and Request User Account as highlighted below.

Harbor screen depicting how to select Administrative Contact

13You also need to add a Contact Address by selecting Actions, then Select and Add

Harbor supplier screen depicting how to add a contact address

14Select the ordering and remit address, for most of the imported suppliers and their addresses this is checked by default.

Harbor supplier screen depicting how to set remit to address

15Provide the information as appropriate on the Create Contact screen

16When selecting a user role, read through each option and select at least one applicable role. Users can have multiple roles. All suppliers must have at least one contact identified as “AAC Supplier Self Service Administrator” to manage your organization’s access to the supplier portal.

17Select OK to save the changes and return to the Contacts page

18Select Create Another to save the changes and add another Contact

19Select Cancel to cancel the current contact being created

20To Edit a contact, highlight the contact so it is blue and then select the pencil OR select the Name of the contact you want to edit.

A web interface for "Edit Profile Change Request: 3002" on the HARBOR portal, with the "Contacts" tab active. The contact table now displays two entries. The top row, highlighted by a red rounded square around the name, is for a newly added contact, "Beans, Francine," whose row is selected and shows a status of "Active" with other fields currently blank. Below it, the existing active entry for "Beans, Frank" remains visible with full details. Page control buttons sit along the top right header.

21The edit screen will open. Edit the information as needed

22Select OK to save the changes

23Select Cancel to cancel the edit

An "Edit Contact: Francine Beans" modal window overlaid on the HARBOR web portal. The input fields show "Francine" in the First Name field and "Beans" in the Last Name field, while other fields for contact details, addresses, and user accounts remain empty or set to default values like an "Active" status dropdown. In the lower right corner of the modal window, a red rounded rectangle highlights the "OK" and "Cancel" action buttons.

24To delete a contact

25Highlight the row the contact is on so it turns blue

26Select the “X” to delete the contact

The "Edit Profile Change Request: 3002" web interface on the HARBOR portal, with the "Contacts" tab active. The contact table displays two rows, with the top row for "Beans, Francine" currently highlighted and selected. On the table's toolbar, a red rounded rectangle highlights the "X" (Delete/Remove) icon button. Below the selected row, the contact entry for "Beans, Frank" remains visible with full details. System action buttons like "Save and Close" sit in the upper right header.

27Select Yes to the warning popup

A confirmation "Warning" dialog box centered over a dimmed HARBOR portal interface. The dialog box includes a yellow warning icon and displays the message, "The selected record will be deleted. Do you want to continue?" In the lower right corner of the alert window, a red rounded rectangle highlights the "Yes" action button, which sits next to a "No" button. The background table shows the two contact rows, with "Beans, Francine" still selected behind the popup.

28Once all changes are made select Review Changes

The "Edit Profile Change Request: 3002" web interface on the HARBOR portal, with the "Contacts" tab active. In the upper right-hand corner of the dark banner header, a red rounded rectangle highlights the "Review Changes" button. Below the header, the contact details table displays two active rows for "Beans, Francine" and "Beans, Frank". Both records now show a green checkmark under the "Administrative Contact" column, indicating that update changes have been applied to the list.

29Review changes

The "Review Changes" summary screen within the HARBOR web portal interface. A table displays the pending modification under a "Contacts" section. A green plus sign next to "Beans, Francine" indicates a new record addition. The row shows their status as "Active" and displays a green checkmark under the "Administrative Contact" column. In the upper right-hand corner of the dark banner header, "Edit," "Submit," and "Cancel" action buttons are available to finalize or discard the changes.

30The Changes may be:

  • Cancelled (no updates made)
  • Edited (takes you back to the screens to edit information)
  • Submitted – this submits the changes for approval

 

The "Review Changes" summary screen within the HARBOR web portal interface. A table displays a pending contact modification, showing a green plus sign next to "Beans, Francine" to indicate a new record addition with an "Active" status and a green checkmark under "Administrative Contact". In the upper right-hand corner of the dark banner header, a red rounded rectangle highlights the "Submit" button, which sits between the "Edit" and "Cancel" action buttons to finalize the changes.

The updated information is sent for approval Select OK on confirmation.

A "Confirmation" dialog box centered over the "Company Profile" screen on the HARBOR portal. The popup message reads, "Your profile change request 3002 was submitted for approval," accompanied by a green checkmark icon. A red rounded rectangle highlights the "OK" action button inside the dialog box. The blurred background displays general organization details for a company named "FirstFlight", along with metadata showing the request status is now marked as "Pending Approval."

31The change request can be canceled if needed by selecting Cancel Change Request and then select Yes from the popup

The "Company Profile" dashboard on the HARBOR web portal. A blue informational banner at the top reads, "There is a profile change request pending approval. You may edit to make additional changes." In the upper right corner of the dark banner header, a red rounded rectangle highlights the "Cancel Change Request" button, situated next to "Edit" and "Done". Below, summary metadata shows Change Request 3002 is under "Pending Approval" status for the company "FirstFlight".

32Select Done to return to Supplier Portal

The "Company Profile" screen on the HARBOR web portal. In the upper right-hand corner of the dark banner header, a red rounded rectangle highlights the "Done" action button, which sits next to the "Edit" and "Cancel Change Request" options. Below the header toolbar, an informational message notes a pending change request, and the layout displays organizational profiles, identification metrics, and financial sections for the supplier company "FirstFlight".

33Select HOME to return to the main page

The main dashboard of the HARBOR "Supplier Portal." In the top right corner of the dark banner header, a red rounded rectangle highlights the home icon button. The left side features a "Tasks" menu with navigation links for Orders, Shipments, and Invoices. The central section displays dashboard widgets, including a large blue donut chart labeled "Requiring Attention" indicating two "Solicitations Closing Soon," alongside empty widget boxes for "Recent Activity" and "Transaction Reports."