Relations management

SUMMARY

Invite a company to join Wecan Comply

Send a Relation request

Respond to a new request

Cancel a Relation Request

Archive a Relation

Invite a company to join Wecan Comply:

invite-your-relation-help-center-11. Go to Network.

2. Click on Invite button.

3. Add email and submit with Enter or paste a list of emails .

Tip: You can also use the share link. Simply click on Copy link, then send this link to your customers.

4. Optional: add a message.

5. Click on Send button.

6. Go to the Invited tab to follow the progress of the invitations you have sent.

 

Send a relation request:

 

add-new-relation

1. Go to Network and Search for a Relation.

2. Click on Open relation button.

  • The relation will receive a request which it can accept or decline.

Tips: You can filter the different statuses in order to track your various requests precisely. To do this, move your cursor over the title of the "Status" column, then over the arrow that has just appeared. Press the arrow again to change the order.

 

Respond to a new request:

respond-to-new-request

1. Go to Network.

2. Requests appear at the top of list with the status Received.

3. Click on Accept button: This will add the relation to your existing relations.

4. Click on Decline button: This will transmit your refusal to the relation.

Note: Once you have clicked on Accept or Decline, you can add a comment to tell Relation the reason for your choice.

 

Cancel a Relation request:

cancel-relation-request-network

1. Go to Network.

2. Search for a Relation with a Requested status.

3. Click on Cancel request button.

 

Archive a Relation:

archive-relation-all-relations

1. Click on a Relation in the lower part of the main menu.

2. Click on the "3-dot" menu next to the Relation name.

3. Click on Archive button.