We’re excited to introduce a powerful new feature that simplifies and streamlines how clients and partners collaborate through shared teams. This update makes it easier to manage staff, onboarding, and compliance across organizations.
1. Share Multiple Teams with Partners
Clients can now share multiple teams with their partners, making it easier to manage large-scale collaborations.
- Share directly from the team view.
- Partners receive a notification and can add staff directly to the shared
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2. Streamlined Partner Staff Addition
Once a team is shared:
- Partners receive a notification which upon following the Client and Team are pre-selected.
- All the partner needs to do is select the staff to add - no extra steps required.
3. Automatic Onboarding Assignment
When a contractor is added directly to a team:
- If the team has an onboarding program, it will be automatically assigned to the contractor.
- Ensures consistent onboarding across all teams.
4. Team-Level Compliance Visibility
Partners can now view compliance scores rolled up by team:
- See how compliant each team is based on the staff shared.
- Helps partners monitor and improve compliance performance.
5. Advanced Staff Share Request Options
Clients now have more control when sharing staff profiles:
- Specify the team the profiles should be added to.
- Assign job roles to the profiles.
- Choose which certificates to share—all in one streamlined request.
