👤 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 sending a linking request to existing suppliers through the Modern Slavery Dashboard.
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
📝 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
If you have previously created supplier profiles but have not yet sent them invitations to register on the application, you can use this feature to send those invitations.
These invitations can be customized using any of the available email templates that have been set up.
Linking with existing suppliers
This feature is only accessible to Consortium customers. You may refer to this article on the Modern Slavery Dashboard - Linking with Existing Suppliers
If you require the primary contact to be updated, please contact [email protected].
1. On the Modern Slavery Dashboard, go to the Supplier Engagement tab.
2. Scroll down and search for the name of the supplier/organisation you wish to link with.
My Suppliers tab: Suppliers that your organisation created for the first time and those suppliers that are sharing their submitted SAQ with your organisation if you are in a consortium.
Other Suppliers tab: Suppliers that another consortium member has created and those that are yet to share their questionnaire with your organisation.
3. Click the checkbox next to the supplier/organisation you want to link to.
You can select multiple suppliers/organisations at once by selecting the box on the left-hand side of their name
4. Once selected, click the Invite button to initiate the sending of the invitation.
5. Click the Saved Templates field and select your relevant email template.
For further information on Email Templates for inviting suppliers, please see Create an Email Template
6. You may like to send yourself a test email to ensure you are satisfied with the email content and structure
The test email will be sent to the email address you're logged in with. It mirrors the email the supplier will receive, but will include your name in the content.
7. When you are satisfied with your email content and ready to invite, click the Send Invites button
✋ 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.