--- title: "Method Self-Onboarding: Getting Started Guide" description: This guide will help you navigate through the self-serve onboarding process to ensure a smooth start to utilizing the Method platform. --- [Skip to content](https://support.methodusa.com/self-onboarding#main-content) English Show submenu for translations [![Method\_File\_Final\_Original\_Transparent\_Background (1)-1-1](https://support.methodusa.com/hs-fs/hubfs/Method_File_Final_Original_Transparent_Background%20(1)-1-1.png?width=150&height=34&name=Method_File_Final_Original_Transparent_Background%20(1)-1-1.png)](https://support.methodusa.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Method System Status](https://status.methodusa.com/) [Method System Status](https://status.methodusa.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.methodusa.com/?hsLang=en) 2. [Using Method](https://support.methodusa.com/using-method?hsLang=en) 3. [Setting your practice up for success](https://support.methodusa.com/using-method?hsLang=en#setting-your-practice-up-for-success) August 12, 2025 # Method Self-Onboarding: Getting Started Guide ## This guide will help you navigate through the self-serve onboarding process to ensure a smooth start to utilizing the Method platform. ### **Getting Started** Before you begin, it's important to ensure that you are using the Google Chrome browser. If you need to download Chrome, [click here](https://www.google.com/chrome/). ### Select Preferred Suppliers To begin, you will want to choose your preferred suppliers. These are the suppliers you order from most often and will be marked with a star icon next to their name. 1\. From the **Manage \> Suppliers** page, select a supplier that you would like to make preferred. ![Screenshot 2025-08-12 at 2.47.12 PM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-12%20at%202.47.12%20PM.png?width=670&height=334&name=Screenshot%202025-08-12%20at%202.47.12%20PM.png) 2\. Click on the **Location Preferences** tab. ![Screenshot 2025-08-12 at 2.48.53 PM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-12%20at%202.48.53%20PM.png?width=670&height=456&name=Screenshot%202025-08-12%20at%202.48.53%20PM.png) 3\. Toggle on the **Preferred Supplier** option. ![Screenshot 2025-08-12 at 3.14.26 PM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-12%20at%203.14.26%20PM.png?width=670&height=435&name=Screenshot%202025-08-12%20at%203.14.26%20PM.png)![Screenshot 2025-08-12 at 3.15.51 PM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-12%20at%203.15.51%20PM.png?width=670&height=499&name=Screenshot%202025-08-12%20at%203.15.51%20PM.png) 💡You can also toggle on the Display Promotions option if desired. This will display promotions on eligible items when buying from this supplier. 4\. Click on the **Save Changes** button. ![Screenshot 2025-08-12 at 3.20.56 PM](https://support.methodusa.com/hs-fs/hubfs/Screenshot%202025-08-12%20at%203.20.56%20PM.png?width=670&height=484&name=Screenshot%202025-08-12%20at%203.20.56%20PM.png) ### Download the mConnect Google Chrome Extension This step is crucial in your setup process as this will allow you to connect to your suppliers and pull your contracted pricing into Method. To learn how to download the extension, please refer to the following help article. Once the extension has been successfully downloaded, you can proceed to the next self-onboarding step in this article! [How to Download the mConnect Chrome Extension](https://support.methodusa.com/how-to-download-mconnect-chrome-extension?hsLang=en) ### Connect to Suppliers and Share Credentials Finally, you'll need to connect with suppliers using the same username and password you use for their website. It's also a good idea to select the "**Share with other users at this location**" option when connecting to suppliers. For detailed instructions, please refer to the following help article. [How to Share Credentials at the Practice Level](https://support.methodusa.com/how-to-share-credentials-at-the-practice-level?hsLang=en)   - [Training](https://support.methodusa.com/training?hsLang=en#main-content) - [Master Method's best practices](https://support.methodusa.com/training?hsLang=en#master-methods-best-practices) - [Using Method](https://support.methodusa.com/using-method?hsLang=en#main-content) - [Setting your practice up for success](https://support.methodusa.com/using-method?hsLang=en#setting-your-practice-up-for-success) - [FAQ](https://support.methodusa.com/faq?hsLang=en#main-content) - [Got Questions? We've Got Answers!](https://support.methodusa.com/faq?hsLang=en#got-questions-weve-got-answers) - [Supplier Support](https://support.methodusa.com/supplier-support?hsLang=en#main-content) - [Getting Started](https://support.methodusa.com/supplier-support?hsLang=en#getting-started) - [Orders](https://support.methodusa.com/supplier-support?hsLang=en#orders) [![method m logo](https://support.methodusa.com/hs-fs/hubfs/Favicon_01-Oct-17-2025-01-21-36-1635-PM.png?width=80&height=80&name=Favicon_01-Oct-17-2025-01-21-36-1635-PM.png "method m logo")](http://methodusa.com) Copyright © 2025, Method Procurement Technologies LLC