Viewing a client's details
As an Administrator, you can see your clients' basic details in the Clients' page - such as their names, logos, connection statuses, workflow statuses, business structure, industry, business numbers, addresses, Sitepass registration dates, and contact details. Most of this information can be found by looking at the page in List view - an example is provided below:
To open a client's Workflow page, click on their trading name. An example of a client's workflow page is provided below:
You can view the client's profile by clicking on the View client profile link - for example:
The View business details panel opens, which contains an overview of the client's business details - for example:
Your Business Status
Your Business Status shows your workflow status in relation to that client. The Business Status levels are Approved, Conditional, Submitted, Pending, Ready, Incomplete, and Declined. The status of your relationship depends on how far in the connection process you have progressed. Provided below are examples of the Incomplete and the Approved Business Statuses:
For more information on statuses, please see our Workflow statuses article.
The client sets up what they require of your business; this is what your business needs to provide or do to meet their requirements. The client has outlined these requirements as steps for your business to complete, which will then enable your companies to work together as client (them) and supplier (you).
The client's requirements appear under the Work Requirements section.
As an Administrator, you can determine the business category and sub-categories against a client.
For more information on the Business categories section under the Manage option of a client's Workflow page, please see our Set Business Categories against a client article.
As an Administrator, you can view which of your employees are currently connected to your clients. You can also connect an employee to a client, which then adds the client's workflow requirements against that employee.
For more information on the Employees section under the Manage option of the client's workflow page, please see our Employees - connections to your client article.
Connected work sites
As an Administrator, you can connect your business to a client's work site. Once connected, your employees can connect to that work site as well.
A client sets up their work sites in Sitepass, these work sites appear on the page when you select the Connected work sites option under the Manage section.
Work sites that your business has not connected to have a option. If your business is connected to a particular work site, then that work site does not have the connect option.
For more information on the Connected section, please see our Connecting your business to a client's work site article.
For more information on clients, please see the following articles: