Adding organizations to your network is the essence of the greenfence platform. To begin, hover over the ‘+’ button on your toolbar. Now you have a choice on what type of organization you are inviting; you have the choice to determine if you are connecting a direct tier-1 supplier or an indirect supplier. We will choose 'Connect direct tier 1 suppliers'
Tier 1 supplier may be selected or added in the following popup. Either enter the name(s) of organizations that exist on the platform or enter the email addresses of your direct suppliers. Separate the email addresses with a comma and a space. Press the ‘ENTER’ key to add the supplier or email address.
You may also Connect other operations to your selected supplier by clicking the ‘Connect other operations’ button.
For example, one of your suppliers may provide goods or services to all or selected business units within your organization. These business units are referred to on the platform as your operations, and this option allows you to fully illustrate how your supply network interacts with your organization. Select one or all of the operations and / or your organization that you would like to connect to your supplier by checking the boxes aligned with your selection. Click ‘SAVE’ to continue, then click ‘NEXT’ to progress to the next screen.
The following screen allows you to review your invitation. You are able to see what organizations / operations are going to be connected by hovering over the double-headed arrow. You can 'Add More Connections' by clicking the button on the left or proceed by clicking the ‘NEXT’ link.
The last pop up allows you to customize the invitation message. You are offered the option of adding a custom message that will appear in the invitee’s email notification by clicking ‘ADVANCED MESSAGE.’When finished please click the ‘Send Now’ button.
Finally, a confirmation screen will appear, acknowledging that your invitation was successfully sent. You may now view the status of your invitations in the invitation status queue. Your supplier will receive an invitation to connect via email, and on the platform if they already have an account.