Networks and Connection Codes
Vendor matching is a process that allows Network Owners to connect to Network Members. A Network Owner is a work provider. A Network Member is a recipient of work orders. To connect to each other, a Network Owner sends generated ‘connection codes’ to a Network Member. Below are the steps on how to add and manage these connection codes and connect to a Network Owner. These connections can be open, closed on either end, and reopened as needed.
Step 1: Joining a Network
To join a network, go to the “Networks” tab, then the “Client Networks” page, and click the ‘Add Connection Code Received’ option from the ‘Actions’ box.
NOTE: You need both the ‘connection code’ and the ‘verification code’ to establish and have access to this connection.
Enter the ‘connection code’ and ‘verification code’ you have received from a Network Owner, and click the ‘Verify’ button to ensure correct entry. If successful, you will receive a “Match Found!” message below the code entry.
The network owner’s name will be listed in the message if a match is found. Click the ‘Connect’ button to connect.
NOTE: If you have already submitted this code, or have entered the code incorrectly, you will receive an error message.
Step 2: Disabling Connections
Connections are a two-way process and have to be open from both the Network Owner and Network Member sides to be fully active. If a connection is no longer needed, it can be disconnected from either side (Owner or Member). To disable, or disconnect from a network, select that network from your network list by checking their box. Then click the ‘De-Activate Connection’ link from the ‘Actions’ box.
Step 3: Re-enabling Connections
To re-enable a connection, simply select a contact by checking their checkbox and click on ‘Re-Activate Connection’ from the ‘Actions’ box.
NOTE: This is only possible if the connection is disabled from your side only. For any connection to be fully disabled, it must be de-activated from both the network owner and member side.