👤 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
Use Action Centre > Connections to choose which platform partners can connect to your organisation profile and reuse your assessment data.
What are Connections?
Connections let you control which participating platform partners can access your organisation profile and assessment data - helping reduce duplicate data entry across a consortium platform.
🛠️ Prerequisites
Before you begin:
Your user must be associated with an organisation profile in the platform.
You must have access to Action Centre.
📝 Step-by-Step Guide
(a) Open Connections
1. Open the Navigation menu, and select Action Centre.
2. Select the Connections tab.
Note: If you are a user on more than one organisation, select the organisation you are managing connections for (connections are saved to that organisation profile). |
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(b) Find platform partners (Search + Filters)
In the Connections tab, you can:
1. Use Search to find platform partners by name.
2. Use Filters to narrow the list.
3. If nothing matches your search/filters, you will see:
(c) Electing to share your data with connections
1. Tick the checkbox next to each platform partner you want to share your data with.
2. Or tick Select All to choose everyone in the list.
3. Select Save.
4. Review the confirmation message. Here you'll see the names of the organisations you selected.
5. When ready, select Confirm to finalise (or Cancel to go back).
(d) Cancel a connection request
To cancel a connection request (which has not yet been accepted by the platform partner):
1. Find the platform partner in Action Centre > Connections.
2. Click on Cancel Request
3. Click on Confirm to finalise (or Cancel to go back).
(e) If Connections is unavailable
You will see “Connections unavailable” if the user is not linked to an organisation profile. As connections relate to organisation profiles, the user must be added to an organisation profile to manage connections. Please create one in the Organisations module. If you need help, contact [email protected] or use the chat function in the bottom right corner.
(f) What happens next?
After saving Connections, the platform partner will receive a request in Action Centre > Requests and can choose how to proceed:
Accept: Immediate access is granted to your organisation profile, forms, and any other relevant data.
Ignore: The partner can initiate a linking request later. If your connection request is still active at that time, the link will be established immediately.
If you cancel the connection request before the partner accepts or sends a linking request, any future connection request from them will require your manual approval. This can be done via the Action Centre > Requests tab or through the linking request email sent to the Primary Contact listed on your organisation profile.
✋ 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.