Connection types:
Actions
Bulk Edit Connections
Instructions:
- Select all connections using the checkbox at the top-left of the table or select specific checkboxes.
- Use the button at the top-left of the table to complete any of the following actions:
- Accept or reject incoming connection requests.
- Revoke connections from the selected companies.
Revoke Connection
Disconnect from another company.
Instructions:
- Use the Revoke button to the right of a vendor listed in the Connected Customers tab.
- Select Yes, revoke to confirm.
See Connections by Type
Instructions: Select the numbered tab at the top of the table.
Search by Company
Instructions: Use the search bar at the top-right of the table to search the Company column by company name.
View Existing Connection Details
View the details of an existing connection.
Instructions: Select a connection in the Connected Customers tab.
Incoming Requests
With Data Residency, regions operate as independent networks and data is not shared across them. If a connection invite is sent from a different region, the originating region is enabled to allow for a response. The recipient is notified of the enabled residency and may switch between regions as needed.
- Company
- The name of the company.
- Due date
- This field is set by the requesting company and indicates the date by which they need all requested information.
- Requested By
- The name and email of the contact from the company that sent you the request for information. The date the request was sent is also indicated.
Connected Customers
- Collaborators
- Collaborators on specific connections. This is for tracking responsibilities and assigning users from your account.
- Company
- The name of the company.
- Connection date
- The date when the connection was established.
- Due date
- The due date set by the requesting company, indicating when all requested information is needed.
- Partnership expiration
- The contract’s expiration date for a customer or partner to have access and review documents.
- Requirements
- Contains documents specified by the connection requester for security review.
Outgoing Shares
- Company
- The name of the company.
- Shared by
- The sharer’s contact information (name and email address).
- Collaborators
- Track responsibilities and assign users from your account as collaborators on specific connections.
- Partnership expiration
- The contract’s expiration date for a customer or partner to have access and review documents.
- April 4, 2025: Revoke connection.
- March 10, 2025: Outgoing shares.
- October 30, 2024: Data Residency.
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