How to Create a Linked Company Invitation

OpsCompass allows two companies to link together. To do so, a link invitation needs to be generated

Overview:

This article details how to begin the process of linking two companies together, which allows for the sharing of high-level company information. Information like company compliance score.

When generating a link invitation, you can choose what high-level information to share with the linked company. When the link is formed, high-level information will only flow one way. The information flows from the company who generates the invitation (and sets the permissions) to the linked company. If you want to form a link going the other way, refer to this article.

Steps:

If you already have an OpsCompass company, you can skip to step 3 below.

1. Create a new 30 day trial company (this will be automatically converted to a different plan type once the two companies are linked).
2. Read through the Getting Started articles to familiarize yourself with the OpsCompass product.
3. Once in the OpsCompass product, navigate to the Admin page. Your user will have to have either the role Company Sysadmin or Linked Companies Owner.
   
4. Click on the tab "Manage Linked Companies".
5. Click on the button "Create Invitation".
   
6. Enter a receiving company name (this company name can be whatever you want and assists in keeping invitations organized), check the permissions for what you want to share, and click "Create Invitation".
7. 
8. Once created, send the "Invite ID" to the company to which you are linking.
9. Once the other company accepts the link invitation, their company will display in the "Shared Companies" table.
10. If you ever want to update the link permissions, you can click the company name, and update the permissions.
11. If you ever want to unlink the two companies, you can always click the "Unlink" button.