How to invite Suppliers and Delivery Partners to access your data

Last updated by Tom Inglis on July 26, 2019 16:41

To invite Suppliers and Delivery Partners to access your data, click on Invite, then on Organisation.

Add Organisation

Click on Add Organisation, where you can search to see if the organisation has already been invited to Cenefits by another customer. If they have, you can simply select the organisation and click on the Add Organisation button. The Admins for that organisation will get an email with a magic link, which will allow them to accept your invitation.

You can click on organisations in the Add Organisation view to see which Admins and Users they have.

You can see a list of all pending Add Organisation invitations at the bottom of the Add Organisation view, where you can delete them if you've made a mistake or they are no longer required.

Invite Organisation

If you were not able to find the organisation you were looking for in Add Organisation, you can click on Invite Organisation. Then type in the organisation's name and the first name, last name, email address and telephone number for the person at that organisation who has agreed to be its Cenefits Admin. They will get an email with a magic link, which will allow them to create their personal and organisational accounts.

You can see a list of all pending Invite Organisation invitations at the bottom of the Invite Organisation view, where you can delete them if you've made a mistake or they are no longer required.

NB - If inviting a new organisation for the first time you should read this article to decide if it is appropriate.

Assigning Organisations

Once you've successfully added or invited an organisation to have access to your data, then you can select them as Suppliers for Contracts or as Suppliers or Delivery Partners for Benefits. They will only have access to data for which they have been explicitly assigned.

You can read how to assign organisations here.