Create and Manage Your Public Profile
You can create your public profile to let customers know what your business does and why they should work with you.
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In the Coupa Supplier Portal (CSP), you have a public profile that is visible in the Coupa Supplier Portal Directory and allows potential customers to find your profile. Having a complete profile gives your customers the information they need to determine whether they want to do business with your organization. The better the profile, the better chances you have of landing new customers!
You can also build specific profiles for each of your customers to customize your information by customer. For more information, see Create and Update Your Customer Profiles.
If you want to edit your legal entity and payment information, you can do so from the Settings section.
Home page profile summary
You can see a summary of your profile information on the Home page. The top section displays how complete your profile is and when the profile was last updated. You can select Improve Your Profile to open your profile.
The Profile Summary section uses tiles to summarize the number of legal entities, registered users, and connected customers that your business has, in addition to whether you have banking information, have diversity information, use static discounting (Accelerate), and have a bribery policy. You can click View in the Legal Entities and Registered User tiles to open those respective sections in the Setup > Admin section, where you can manage those records.
The final section summarizes your profile information. You can click the Profile link in the Public Profile section to see a preview of what customers see when viewing your profile.
Profile overview
The Company Profile section of your profile clearly shows your progress towards completing your profile in the Profile Progress section. You can also use the Opportunities for You section to see potential market opportunities. See the table below for more information about the Overview section.
| Item | Name | Description |
|---|---|---|
| 1 | Profile Sections | The different sections of your profile. |
| 2 | Quick Links | Links to the Setup section where you can configure payment and legal entity information. |
| 3 | Learning Center | Links to Help Center articles about additional setup tasks you can complete. |
| 4 | Feedback | You can select Tell us what you think to submit feedback to Coupa about your CSP experience. |
| 5 | Profile Preview |
Links you can use to preview and download your profile:
|
| 6 | Opportunities for You | Suggests opportunities to improve your business, based on the products and services you selected in the Product And Service Categories field in the Company Profile section. The CSP looks at the cumulative amount of spend from buyers and the number of items purchased in the relevant spend categories and shows the percentage of that spend that your company represents. |
Create your profile
To get started filling out your profile information, select Profile in the top menu. You can select Edit Profile on the Company Profile page or Edit Section on each page to add and edit your information. When you finish a section, you can select Save Changes to save changes to that section and exit editing or Save & Go to Next if you want to save this section and edit the next section of your profile.
There are five profile sections that contain different types of profile information:
- Company Profile
- Environmental, Social, Governance & Diversity
- Risk & Compliance
- Financial Performance
- Ratings & References
If you completed an onboarding sequence, you may see information already populated in your profile.
When you first visit your profile, you may see a page with profile details that you can apply to your profile. You can enter or correct the information displayed and select Update Profile to apply it. You can select Skip for Now to omit applying the information.
1. Company Profile
The Company Profile section gives customers background information about your business, such as what your business does, how customers can contact your business, and how they can interact with your business on social media.
| Field | Description |
|---|---|
| Banner and Logo |
You can add a background image that displays at the top of your profile and your company's logo that displays in your profile and is used in logo fields in documents you create in the CSP, such as invoices. You can upload JPG, JPEG, PNG, BMG, GIF, and SVG image file types. Note
When you upload an image, you can use the image sizer window that appears to adjust the image size. |
| Company Name | You company's legal name. |
| Doing Business As |
The secondary name that your business operates under (also called a "trade name" or "assumed name"). |
| Is Ultimate Parent |
Select whether this profile is the parent profile for your company (Yes) or whether it represents a subset of your company (No). |
| Primary Address |
You can add your business's address:
Note
You can select Add another address to add additional addresses for reference. We recommend that your primary address matches your remit-to address. For more information, see View and Manage Remit-To Information. |
| Primary Contact |
Information about who your customers should contact:
Note
The CSP populates the information you provided when you signed up for the CSP. If you have different contacts for different business purposes, you can add additional contacts. Use the Purpose field to specify the contact type. |
| Company Information |
Information about your company:
|
| Online Presence |
You can add your contact address and links to your website and the following social media pages:
|
| About | Description of your company and what makes you unique (maximum 3,000 characters). |
icon next to your tax ID when is has been verified. Verification can take some time.2. Environmental, Social, Governance & Diversity
The Environmental, Social, Governance & Diversity section gives your customers information about how your business engages with social goals.
| Field | Description |
|---|---|
| Supplier Diversity & Inclusion |
You can select diversity certifications that apply to your business and can upload supporting documentation to verify the certification. When you click Add, a window appears where you select the country the classification is from and the type of classification. You can also click Upload Certification to upload a supporting document. Tip
If you want to add multiple diversity certifications for a country, click the Upload Certification link at the bottom of the popup window. We recommend including your certificates so your customers can verify your diversity status. |
|
Tier Two Supplier Diversities |
Yes or no questions about your procedures and policies around these areas. |
3. Risk & Compliance
The Risk & Compliance section gives your customers information the risk and compliance considerations they need to understand to do business with your company.
| Field | Description |
|---|---|
| Risk Management Information Security Data Privacy |
Yes or no questions about your procedures and policies around these areas. |
4. Financial Performance
The Financial Performance section shows information about your business's financials. This section doesn't display on your profile, and you can choose to include it on your profile PDF.
| Field | Description |
|---|---|
| Preferred Currencies | Currencies you prefer to do business in. |
| Balance Sheet | You can enter values that describe different aspects of your business's balance sheet. |
| Cash Flow | You can enter values that describe different aspects of your business's cash flow. |
| Market Value, Risk & Ratios | You can enter your business's corporate credit rating and and Altman Z Score. |
| Revenue Histories |
You can add your revenue by year. Select Add Revenue history to add one or more years. We recommend adding data for at least three past years. |
5. Ratings & References
The Ratings & References section shows information about who you do business with, your accomplishments, and your competition and peers.
| Field | Description |
|---|---|
| Customers |
Select Add Customer to add your customers that are outside of Coupa. |
| Accomplishments |
Select Add to add the titles and URLs of projects and awards you want to showcase. |
| Brands | Select Add Brand to add the brands that your company represents. |
| Competitors |
Select Add Competitor to add information about your competitors. |
| Peers |
Select Add Peer to add information about your peers. |
Update your public profile
If you want to edit your legal entity and payment information, you can do so from the Settings section.
- Select Profile in the top menu.
- Select Profile Setup in the side menu. The Profile Setup menu item expands to show the profile sections.
- Select the profile section you want to update.
- Update the desired fields. For field descriptions, see Create Your Public Profile.
- Scroll to the bottom of the screen and click Save.
If any of your customers use Information Requests and you update information in your CSP public profile, you are prompted to update your customer profile if you have any pending Information Requests. For more information, see Create and Update Your Customer Profiles.
FAQ and Troubleshooting
What can I use the PDF for?
You can use your profile PDF as a marketing tool to showcase your business. You can also use the Copy profile URL on the Overview page to provide customers with a preview of your profile.
Why should I complete my profile?
Your public profile is visible to Coupa users in the Supplier Directory. The more complete and descriptive your profile is, the more likely a customer will see it and want to work with you!
Why do I see Information Requests underneath the top menu?
If your customer has requested information from you, you'll see Information Requests in a subheader above your profile. For more information, see Create and Update Your Customer Profiles.
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