To set up a collaborator for a trading partner, select your partner and click on the ‘Collaborators’ tab.
You can create a new collaborator by selecting the ‘+ Invite collaborator’ button. This will bring up the side panel where you can enter the details of the collaborator and will also give you the option to add multiple collaborators by using spaces, commas or semi-colons. You will only need to enter their email address to add them as a collaborator. The collaborator will then add in their name and any other details when they create an Enable account.
You can allow collaborators to view trading programs. If a collaborator can view trading programs, you can permit them to sign off trading programs.
If you have the transactions feature turned on in your tenant, you can allow collaborators to submit transactional data.
Clicking 'Save and invite' will automatically send out the invite email to the collaborator. If they have lost the original email, another can be sent using the 'Send invite' button.
After a collaborator has been created, you will be able to view the invite status. The invite status tells you what stage the collaborator invite is at and whether it has been accepted. There are 4 statuses:
- empty - no invite has been sent;
- amber - collaborator has been invited but not accepted;
- green - collaborator has been invited and accepted.
- red - collaborator has declined the invite.
If you have any questions about Collaborator, please raise a ticket on our Support Hub.