/
How to release (publish) an invitation-only request to the 360 public portal

How to release (publish) an invitation-only request to the 360 public portal

 

Requests published in the 360 public portal can either be:

  • Public - accessible by every company with a 360 account

  • Private - accessible by invited companies with a 360 account

Public requests can also be promoted so companies can find out about the approach to market without a 360 account (ADCOM extension)

Step-by-step guide

To create a Private Request:

  1. Sign-in to https://internal.sl360.au/ as the Request Manager

  2. From the main menu, click Requests

  3. Click on Drafts either in the left-hand side menu or in the request filters at the top of the page.

  4. Click Configure against the desired request

    1. Click Participants

  5. Select businesses to add to the list by either option:

    1. Invite Businesses
      Lists businesses that are already associated with the buyer's account

    2. Invite Panellists
      Lists businesses who have been categorised and pre-qualified by panel managers

    3. Invite By Email
      Enter the email addresses businesses of each invitee separated by a space, new line, comma or semi-colon

Request managers can invite businesses by email only if the system settings allow it in accordance with the defined policies.
The defined policy options are configurable within the system settings, and only the System Manager (Boss) can make changes. For more information, see Other options in "What are the policy options in System Settings”

When inviting by email, an email is sent to the specified address. If there is no existing user record associated with that email, the notification includes a code that the user must enter before accessing the request details.

  1. Ensure that at least one business has been selected

  2. Follow instructions How to release (publish) a request to the 360 public portal to publish the request

Once published, each selected business will receive a notification stating that they have been invited to respond to the request.



Caution

If a request is published prior to its businesses being selected, it is public.



Notes:

  • Businesses can be added after a request has been released.  Each business will receive a notification stating that they have been invited to respond to the request.

  • The ADCOM extensions allow the requests to be promoted by region and Industry.  A promoted request is displayed on the public portal ☆ Advertised Requests ☆ page, and interested businesses will be notified once the request is released.

  • Invited businesses will be able to see the request along with public requests:

    • Via the request's unique URL - https://public.sl360.au/request/(request id)

    • By browsing to the account's requests list via Organisation List

Related articles





Terms of use

Visitors who are not part of the intended audience (as specified on this space's overview page) may not access this content.
If you are accessing content for which you are not the intended audience you may not use it for any purpose.
As private content can be published in error, if in doubt, you are not the intended audience.
Copyright © - Sharrowlane Pty Ltd