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iSupplier Job Aid: How to view and update your company profile
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INTRODUCTION Use this job aid to help you view and update your company profile. 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 Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
iSupplier Job Aid: How to view and update your company profile
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Step Action
2. Click the Address Book link.
3. The Address Book provides information about your company's registered addresses.
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Step Action
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.
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Step Action
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.
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Step Action
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 Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
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2. Click the Address Book link.
3. Click the Create button.
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4. The Address Name should be the city of the address.
5. Add the rest of the required address information.
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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.
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9. Click the Save button.
10. Congratulations! You have completed this task.
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View/update user access
Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
1. Click the Contact Directory link.
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Step Action
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.
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Step Action
4. Click the Expand button.
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Step Action
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.
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Step Action
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.
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Create user access Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
2. Click the Contact Directory link.
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Step Action
3. Click the Create button.
4. Fill in the appropriate information.
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Step Action
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 email with their user name and temporary password. User names default to the contact’s email address.
6. Type the supplier name. You can type % to pull up all the registered suppliers.
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Step Action
7. Click the magnifying glass.
8. Choose an option.
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Step Action
9. Click the Select button.
10. Scroll down to see the whole page.
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Step Action
11. Choose a responsibility.
12. Click the Apply button. This application goes to Cigna for approval before user access is applied/updated.
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Step Action
13. Congratulations! You have completed this task.
View/update a bank account Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
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Step Action
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.
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Step Action
4. You can choose to look at specific types of accounts by selecting from the drop-down menu.
5. Click the All Accounts list item.
6. Click the Go button.
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Step Action
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.
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Step Action
9. Click the Show Branch Details link.
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Step Action
10. Click the Show Account Details link, then scroll down to see the whole page.
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Step Action
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.
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Step Action
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 Step Action
1. To begin, select CIGNA - iSUPPLIER ADMIN.
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Step Action
2. Click the Banking Details link.
3. Click the View list.
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Step Action
4. Click the General Accounts list item.
5. Click the Go button.
6. Click the Create button.
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Step Action
7. Enter the name of the bank.
8. Enter the name of the bank branch.
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Step Action
9. Enter the account number.
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Step Action
10. Click the Save button.
11. Congratulations! You have completed this task.
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