How to Add a New Research Agency

Adding a new research supplier allows you to adapt to evolving project needs and lets you collaborate with the research agency that can best provide the research needed for your project.

FYI - This article is intended for users who actively manage research projects on their platform.

To add a new research supplier:

  1. Go to the project where you want to work with a new agency
  2. Navigate to the Supplier tab
  3. Scroll to the “Select Supplier” section
  4. Click the “Request New” button

A new window will pop up.

  1. Enter the requested information
  2. Click “Request”

Your request will be forwarded to your company’s internal contact who will approve or reject your request. You will receive notification of their decision.

Insider Tips:

  • Requesting a new supplier is only possible if your platform is configured for research management and supplier collaboration
  • Be sure to include a relevant business need to include the new supplier to help your internal contact decide whether to approve the new agency
  • Include contact information whenever possible – this will make it easier to collaborate throughout the project


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