Are you a client that manages your list of vendors? Read this article instead.
1. Introduction:
With the claim your profile feature in Companies, you (vendor) can take control of your information, streamline compliance processes, and enhance communication with ease. This feature allows you to claim and manage your profile and documents for each of your clients, including updating business details and monitoring document status, thereby gaining autonomy over compliance-related tasks and enhancing overall efficiency.
2. How to access and enable the feature
Your company is invited by your client to submit a document request. Once you receive this initial request, you can claim a profile. Follow the steps below.
Click on the Add to network button to start the claim process by either creating a new team or selecting an existing team to include the customer within your network.
Choose to create new team will start with create new admin account, then set up new team profile:
Or, choose from existing team (this will only appear if you've created a team account prior) list to link.
After the claim process is finished, you will be able to track the status of documents, upload new documents, and update your profile information. You can update any profile information that is specific to one of your clients using the settings modal from the network page.
Any profile information that you want to be common across all of your clients can be updated from the team settings page. This will ensure consistent branding and contact information across all your client relationships.
3. Frequently Asked Questions (FAQs):
Q: Can I upload new versions of documents?
A: You can only upload documents when receiving a new document request.
Q: What aspects of the company profile are common across clients?
A: Common aspects include name, contact details, and status. Client-specific details may include address, logo, and documents.
Q: I am the vendor contact but I am changing my role. How do I update the contact details?
A: By claiming a profile, a vendor has access to invite their colleagues to manage their team. This means that they can invite a new team admin and assign them ownership of their Company management. Navigate to the Admin page > People to add/change colleagues.