Supplier managed accounts

Supplier > Accounts is the current list of accounts that the Supplier is authorized to manage. Accounts outside the Supplier assignment do not appear, even if they belong to the same organization.

Who can review managed accounts

An eligible organization's Owner or manager can use the Supplier workspace while Supplier access is active. Select the organization that owns the Supplier relationship before reviewing the list.

Find and review an account

1. Open Supplier, then select Accounts.
2. Clear the Supplier search to see every managed account, or search by name, email, Account ID, Package, or setup state.
3. Review Package / expiration. Each Supplier-visible License shows its Package and expiration date, or No expiration. No supplier-visible Package means the list has no Package License to show for that account.
4. Review Setup. The state describes account setup, not payment or License activation.
5. Choose Refresh whenever an account, setup delivery, or Package may have changed.

Search filters the accounts already loaded on the screen. No supplier-managed accounts match this search means the current search found nothing. No supplier-managed accounts yet means CareMap has no accounts to show for this Supplier.

Understand setup states

• Not sent means setup delivery has not started.
• Pending means delivery is still in progress.
• Delivered means CareMap sent or recorded the setup delivery, but the account has not completed setup.
• Completed means the account finished setup.
• Failed, Expired, or Disabled means the delivery needs attention or is unavailable.

Choose Resend beside any account whose setup is not complete. A resend replaces the active setup delivery with a new one. CareMap removes Resend after setup is complete.

Use account actions

• Choose Account to open Add account and create or select another managed account.
• Choose Content to open Manage account content and add Supplier Catalog content for that account.
• Choose Enter to start Supplier Passthrough and help from the managed account's CareMap view.
• Use Orders when the account needs a Package order, invoice, or License activation. Account setup is separate from payment.

If an account is missing or setup does not work

• Clear the search, choose Refresh, and confirm that you selected the correct organization.
• Confirm that Supplier access is active and that you still have Owner or manager authority.
• If the account is new, choose Account and complete Add account.
• If an existing account should be managed but is still missing, ask a CareMap administrator to review its Supplier assignment.
• For an incomplete setup, check the visible state and choose Resend when available. If setup is already complete, ask the account owner to sign in normally.

When requesting help, share the organization, affected account name, visible setup state, approximate time, and displayed message. Do not share passwords, setup links, or other sensitive account information.