👤 This feature is available for the following applications:
Standalone application ❌
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
This resource will assist customers in inviting and/or sending a linking request to existing suppliers.
This may be helpful for customers who have chosen not to invite their suppliers via a bulk upload, or customers who engage their suppliers through the tool on an ad-hoc basis.
🛠️ Prerequisites
1. Supplier/Organisation profile must be created
2. Supplier/Organisation profile must have at least one primary contact
3. For invitations, email templates must be set up
📝 Step-by-Step Guide
The process for inviting and linking suppliers is the same, but the key difference lies in the email used:
Invitations use your organisation’s custom email template.
Linking uses a default system email and is only available to Consortium customers.
Inviting Suppliers
You may refer to this article on Sending an Invite with Linked Suppliers
Linking with existing suppliers
This feature is only accessible to Consortium customers
In shared applications, suppliers may already exist from other members. Instead of creating duplicates or sending extra questionnaires, you can link to them.
Automatically sends a linking request to suppliers with an 'unlinked' status.
The request goes to the primary contact, who can accept or reject.
No custom email is needed — the system sends an auto-generated message.
Rejected requests cannot be resent to avoid spam.
If you require the primary contact to be updated, please contact [email protected].
1. Click on your Navigation menu
2. Click on the Organisations module
3. Click on the check box against the supplier/organisation you wish to link to
You can select multiple suppliers/organisations at once by selecting the box on the left-hand side of their name
4. Click the Invite/Link button
5. Click the Groups field
Adding suppliers to a group is optional and can be skipped if not relevant.
For instructions on how to create a new group, please see Creating a New Group
6. Select the group you wish to add this supplier/organisation to
7. Click the Link button
8. Click Link button to send out the linking request.
You don’t need to select an email template for linking requests; Linking requests always use the application’s default email.
Custom email content is only used for invitations.
When you send a linking request, the supplier’s connection status will change from ‘Unlinked’ to ‘Linking’. Your connection status will remain as ‘Linking’ until the supplier either accepts or rejects the request.
You will not have access to the supplier’s data until the request is accepted and the connection status becomes ‘Linked’.
If the supplier rejects the request, the connection status will update to ‘Rejected’.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.