How can I send a Partner request and view linked Clients?

'Supply Chain Management' is a new section in the navigation on the left. The options under this are 'Partner Staff', 'Client Staff', 'Partners' and 'Clients'. These new terms (Partner Staff & Client Staff) replace Subcontractor and Active Main Subcontractor which were previously used.

1. Click 'Supply Chain Management', then click 'Partner Staff' in the navigation on the left. 

2. On this page, you can click 'Create a staff share request' to allow a company to share their user profiles and certificates with you. 

3. In the 'Create a Staff Share Request' window search for the company you wish to send the request to and click 'Next'.

4. Here you can also select if you want the shared profiles to be added to a team by the Partner admin. If there is an onboarding programme associated with this team, the profile will be automatically assigned to this once the Partner shares the profile with you. This eliminates the need for you to add them to your team yourself. Here you can also select whether you wish to request that all updates are automatically shared via Auto Share. These are both optional steps, click 'Skip' if you don't wish to choose these options. 

5. You can choose to share Job Roles with the Partner if you wish for them to have visibility of skills gaps. Again, you can choose 'Skip' here if you don't wish to share job roles.

6. You can choose to restrict the certificates that you want the Partner to share with you. If you leave this section blank, all certs that the Partner adds will be shared up to your account. Again, you can choose 'Skip' here if you don't wish to restrict the certificates that are shared.

7. Click 'Send Request' and the company will be notified and can approve this when they login.