How to request a new Legal Entity from the Provider?
To request a new Legal Entity from a company you want/need to work with, click "Panel Management":
Click "Provider Panel"
Here you manage your providers:
Type the name of company you want to add the Legal Entity and hit <Enter>:
Click the company to see the profile:
You are redirected to the company's profile. Click "Legal Entities":
Click "+ Add Legal Entity"
As you can see there are no more Legal Entities available:
Click "+ Request Legal Entity"
Enter Legal Entity Name:
Click "Submit"
A message is displayed showing that the request was submitted successfully. An email and a notification is send to the company's administrator with your request, so it can start the onboarding process.
After the legal entity is added by the provider, you add it to your panel as described in the article: How to Onboard a Legal Entity?
Related Articles
How to Onboard a Legal Entity?
To onboard a Legal Entity, click Panel Management: Click "Provider Panel" Locate the company that you want to onboard the new Legal Entity: Click the three dots in the Action column: Click "View Profile": You are redirected to the company profile: ...How to view the provider's profile?
Click "Panel Management": Click "Provider Panel" Here you can manage the providers that have a relationship with the company: To see the provider's profile, click on its name or click on the "View" icon on the right side of the screen. 1) Company ...How to add a new demand?
To view the demands, click on "Demand Management" Click "Demands" Here you can manage the demands: Click "Add Demand" on the top right corner of the screen: The name of the demand and the confidentiality level are the first information requested. ...How to add a new Guiding Principle?
To access the Guiding Principles, go to "Pipeline Management": Click "Guiding Principles" On this screen, you can view and manage all the Guiding Principles: Click "Add Guiding Principle" Select the Year, enter the scope and the title: Enter the ...How to add a Partner to a Provider?
To add a partner go to the provider profile. First, Click "Panel Management": Click "Provider Panel" Find the provider you want on the list: Click on the provider's name to enter the company's profile: Click "Partners" Click "Add Partner" Select the ...