This article explains:
Searching for a supplier
How to send an invite to a supplier
Sending bulk invites
Before sending an invite always search for the supplier first to check if they have an organisation account on Risk Ledgers network.
Inviting Suppliers:
Send your point of contact at the supplier organisation a primer email from your own email account and include customersuccess@riskledger.com in CC. The primer email is important to give your suppliers confidence that the subsequent Risk Ledger invite is a legitimate request from you.
In your account, click Action Centre
Click Supplier Invites
Click the green Invite Supplier button in the top right
Add the organisation name and your point of contacts email address and select the toggle that you have sent a primer email
Click the green Send Invite button
Invites are valid for 6 months then they expire.
After the invite has been sent:
You can find your pending invites in the Action Centre > Supplier Invites page
Once a supplier has accepted your invite request you will be notified by email and the supplier will appear in your All Suppliers list
Including the Customer Success mailbox customersuccess@riskledger.com into any emails with suppliers allows our Customer Success team to assist with questions your supplier might have about the platform or Risk Ledger.
Supplier Bulk Invites:
If you wish to send more than 20 invites out at a time, Risk Ledger can facilitate this by sending invites out in bulk on your behalf. Contact your Customer Success Manager who will collaborate with you on invite list.
Your organisation still needs to send the primer email as this must come from the client so the supplier understands the request is legitimate.
You will need to nominate a user that the invites will be sent on behalf of.
You will need to compile a list of suppliers that will be invited and provide this in excel/csv format to your Customer Success Manager. This sheet should include the supplier organisation name in column A and your point of contacts email address in column B. No other information is required.
When sending a bulk invite you can send the primer emails out via a mail merge so it is sent in one go. Talk to your Customer Success Manager if you would like advice on how to complete this with your organisations chosen email tool.
Once you have decided which suppliers you would like to invite, it may be helpful to create a shared mailbox for your team eg. assurance@yourdomain.com to manage your communications with suppliers.
💡 If there is anything we haven't covered, please feel free to contact us at support@riskledger.com or alternatively, select the Chat icon in the bottom right corner.