Requests from providers who want to work with you
Switch on your public "Providers: get approved" page, then approve or decline each request.
1 min readLast updated
Applies to: Core (every organisation) · Club admin · Builders and head contractors, Other businesses
This one isn't for sports and community clubs: it's here so you can see how it works elsewhere.
Providers who want to work with you can ask to be approved through your own public page. Nothing is sent to them until you approve: then they get the usual invitation to set up their free account and upload their documents. Administrators look after this.
Before you start
Your club needs its own iComply web address. If it doesn't have one yet, ask iComply to set it up.
How to switch the page on
- Step 1: Open Requests in the menu (under Providers).
- Step 2: Select Switch on.
- Step 3: Copy the Link, or the Button for your website (HTML), and put it where providers will find it. A website form can also send requests straight to your page.
Select Switch off at any time to stop new requests.
How to approve or decline
- Step 1: Open Requests. Waiting shows new requests with the company, contact, ABN, trade and their message.
- Step 2: To approve: choose a Category and, if you use prequalification, Ask them to prequalify. Select Approve and invite.
- Step 3: To decline: type a Reason (only your team sees it) and select Decline.
What happens next
- Approved: they get an invitation email, or, if they already use iComply, an invitation to accept in their portal. They show as Invited on the register.
- Declined: nothing is sent to them. The request moves to Decided with your reason.
- Administrators get a notification when a new request arrives.
Limits
- One waiting request per email address.
- Up to 5 requests from one connection every 10 minutes, and 200 a day for your page. Bots are screened out.