Partners

Overview

Select the Partners icon in the Actions column on the Applications screen.

  • Manage Trade Partner users that have access to the Owner's application (e.g. revoke a user's access, make a user the Manager of the Supplier Issue Tracking app).
  • Download the table on this screen to a CSV file for reference.

Search Criteria

  • company – The name of the Partner company.
  • location – The Partner company's specific location.

[Application] Information

A Company Administrator sets the information displayed below in Company Administration.

  • Name – The name that the Owner assigns to their app.
  • Owner – The company that owns the app.
  • Description – The Owner's description of the app (displays as -- if the Owner did not enter a description).
Name Description
Change Management TLXMLN Change Management TLXMLN
Owner  
B. R. Jones LLC  

Results Table

  • Status – The status of the Link to the Partner entity.
    • (Active) – The Partner entity accepted the Link invitation for the app.
    • (Inactive) – The Partner entity has been removed from the app.
    • (Invited) - The Partner entity has not responded to the Link invitation yet.
  • Company – The name of the Partner company.
  • Location – The Partner company's specific location.
  • Managers – The number of Managers assigned to the Partner's Link.

    Hover over the Info icon to view the names and emails of the Managers.

  • Date Linked or Invited – The date that the Partner accepted the Link invitation (for Active Partners), or the date that the Owner invited the Partner to establish a Link to the app (for Invited Partners).
Status Company Location   Date Linked or Invited Actions
CMO Inc -- 1 Manager 18 Nov 2014 11:26 PM GMT
CMO Inc CMO Inc. Basel Plant 1 Manager 30 Jun 2013 09:22 PM GMT
Kendall Pharma Kendall Louisville Plant 2 Managers 16 Jul 2013 07:08 PM GMT
Kendall Pharma Kendall Mechanicsburg Plant 0 Managers 16 Dec 2014 05:57 PM GMT
Kendall Pharma Laboratórios Kendall Ltda 1 Manager 13 Jan 2015 03:02 AM GMT
Kendall Pharma Kendall Pharma France R&D 1 Manager 23 Apr 2015 12:44 PM GMT
Kendall Pharma Kendall India 1 Manager 20 Jan 2016 01:16 AM GMT

Assign Manager Dialog Box

TraceLink only allows a user to assign a Manager to Supplier Issue Tracking Links that:

  • Were originally configured without a Manager AND
  • Do not currently have a Manager.

email – Manager email address.

Available Actions

  1. Select the Search icon () on the left to reveal the search fields.

  2. Enter a Company in the text field.
  3. Enter a Location in the text field.
  4. Select Search. 

    5. The results display in the table.

  1. Select the Remove icon in the Actions column for any row with an Active Status.

    2. The Remove Partner? dialog box displays.

  2. Select Remove.

    3. The dialog box closes, the Partner is removed from the app. The Partner remains in the table with a Status of Inactive ().

  1. Select the Resend Invitation icon in the Actions column for any row with an Invited Status.

    The Resend Invitation dialog box displays.

  2. Select Submit.

    The dialog box closes, and TraceLink resends the Link invitation.

  1. Select the Cancel Invitation icon in the Actions column for any row with an Invited Status.

    The Cancel Invitation? dialog box displays.

  2. Select the Yes in the dialog box.

    The dialog box closes, and TraceLink cancels the Link invitation

The Assign Manager icon only displays for Supplier Issue Tracking Links without an assigned Manager.

  1. Select the Assign Manager icon in the Actions column.

    The Assign Manager dialog box displays.

  2. Enter an Email in the text field.
  3. Select Submit.

    The dialog box closes, and TraceLink assigns the user as the new Manager.

  • Select Export Results to CSV directly above the results table.

    The file downloads.

    See Export Results to CSV for more information.