Supplier Management in CarbonSig

Overview

Supplier management is now available under the new Relations tab in the left navigation sidebar. This feature allows users to track their suppliers' onboarding process, manage supplier connections, monitor requests for carbon information, and analyze supplier activity metrics.

The Relations page consists of three main sections:

• Request for Carbon Attestation — Displays a list of all requests sent and received.
• Address Book — Lists the contact information of supplier companies.
• Sub-License Activity — Provides comprehensive insights into supplier engagement and resource utilization.

This feature is available to all roles except View Only at the Workspace level.

Address Book

The Address Book provides a structured view of supplier companies and their contact persons. Users can:

• Create an address book entry with company details and a primary contact.
• View the list of connected companies.
• Track the status of each supplier: Inactive or Active.

Statuses

• Inactive: A supplier contact is initially set to this status upon creation.
• Active: The status updates to Active when the supplier accepts their first request.

Deletion Rules

• A contact card CAN'T be deleted if it has an associated request in the following statuses: Draft, Sent, or in Progress.
• A contact card CAN be deleted if it has no associated requests (status is Inactive) or if all associated requests are in one of these statuses: Completed, Revoked, or Rejected.

Request for Carbon Attestation

The Request for Carbon Attestation tab allows users to send and receive requests related to carbon reporting.

Request Types

• Outbound Requests: Requests sent to suppliers.
• Inbound Requests: Requests received from other accounts.

How to Create a Request

Requests can be triggered from:
➡ Relations > Request for Carbon Information > Create a New Request

Request Flows

First Request Flow

1. Select a Company from the dropdown.
2. The 'Sent To' fields auto-fill with data from the Address Book. (Fields remain editable and do not update the Address Book.)
3. Click Send Request — The request with activation link is sent to the email entered in the modal.
4. The supplier receives the request and the onboarding starts. Learn more here: Supplier Onboarding Guide.
5. A company and admin account is created.
6. The activation link becomes invalid.
7. The supplier connection is established, and the contact status updates to 'Active'.
   (A supplier connection is established when the first request is sent via an activation link. This ensures secure and verified communication between users and suppliers.)
8. The recipient can review and edit certain details from the initial request before confirming.
9. After confirmation, the recipient can begin building the CAP system using AI as a starting point based on the request details.
10. Once the recipient completes the CAP and transfers it to the requester, the requester will mark the request as Completed in this version.

Second Request Flow

• If the selected company is already active, the workspace is already known.
• Clicking Send Request triggers a notification to all users in the supplier's workspace. From this point, the process continues from Step 8 of the First Request Flow.

Request Statuses

Requester Side

Supplier Side

Sub-License Activity

What It Is

The Sub-License Activity tab provides enterprise accounts with comprehensive insights into supplier activity and resource utilization. This feature enables you to monitor supplier engagement, track content creation, and analyze usage patterns across your supplier network.

Business Value

This capability enables you to:

• Monitor supplier engagement levels in real-time
• Track resource utilization across supplier accounts
• Analyze content creation patterns and productivity
• Make data-driven decisions about supplier relationships
• Optimize platform usage and identify training opportunities

How It Works

Access Point: Relations page → Sub-License Activity tab

When you send requests from the RFCA (Request for Carbon Attestation) tab, supplier account information automatically appears in the Sub-License Activity view. Each row represents an account, with all metrics aggregated at the account level.

Important: The Address Book and Sub-License Activity information remain synchronized—changes to contact details in the Address Book (Name, Contact Person) are automatically reflected in the Sub-License Activity view.

Key Metrics

The Sub-License Activity dashboard provides several important metrics for each supplier account:

• Account information — Company name and contact person
• System creation activity — Number of systems created by the supplier
• CAP generation — Carbon Attested Products created
• Engagement patterns — Activity timeline and usage frequency
• License utilization — Resource consumption tracking

AI-Assisted System Building

After a user clicks "Build a System with AI" from the request, the prompt modal appears, fields are pre-populated with data from the 'Your Revision' tab in the request. The user can make modifications before proceeding with AI-assisted system creation.

➡ Learn about Build with AI

Key Takeaways

• Relations tab enables comprehensive supplier management via three sections: Request for Carbon Attestation, Address Book, and Sub-License Activity.
• A supplier's status starts as Inactive and changes to Active when they accept their first request.
• Contact cards cannot be deleted if there are pending requests in Draft, Sent, or In Progress status.
• The first request establishes the supplier connection through an activation link.
• Sub-License Activity provides real-time insights into supplier engagement and resource utilization.Next Steps

➡ Learn about onboarding suppliers in the next article Supplier Onboarding Guide.

Need More Help?

If you need additional assistance with Relations feture or have questions not covered in this guide, please contact our support team: support@carbonsig.com

Last modified: 24 Oct 2025