Managing Providers
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 ...
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 ...
I could not find the company I was looking for. Now what?
To add a provider that is unavailable on your list of providers, you need to go to the Consource Global Network. Go to "Panel Management": Click "Consource Global Network": Here, you can find all the providers from our network: If you don't find the ...
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: ...
Adding Providers from the Consource Global Network
To add a provider that is unavailable on your list of providers, you need to go to the Consource Global Network. Go to "Panel Management": Click "Consource Global Network": Here you can find all the providers from our network: You can browse the ...
How to create Performance Reviews?
To create performance reviews, go to the "Panel Management": Click "Consulting Panel" Here you can manage the consulting firms you have a relationship: Go to the consulting firm profile: Click "Meetings" : Click "Add Meeting": Enter the date, the ...
How to manage the Providers?
To access the Providers, go to "Panel Management": Click "Provider Panel" Here, you can manage the providers with whom you have a relationship: From this screen, you can: Add a Provider Edit a Provider A) Add a Provider Click "+ Add Provider": Select ...
How to view the Panel Analytics?
To access the Provider's Panel Analytics, click "Panel Management" Click "Panel Analytics" Here you can see the Panel Analytics: You can select to view by a time range at the top of the page. You can choose to see the last 3, 6, or 12 months. You can ...
How to view contracts with a specific provider?
To see all the contract the company has with a specific Consulting Firm, you have 2 options: Go to the contracts page and filter out the company you want Go to Company's page and see all the contracts A) Go to the contracts page and filter out the ...
How to view the projects from a specific provider?
To view all projects your company has with a provider, we have two options: 1) Go to the provider profile: 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 ...
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 ...