Connect with partners and handle requests
Accepting a partner connects you. It does not share anything until you set up sharing.
Connect
- In the sidebar, click Partners & Compliance.
- The easiest way is to give the other company Your Fleet Code, shown at the top of the page. Or open Find, search by company name, email or location, and click Send connection request.
- Open Requests to see who wants to connect and the requests you sent. Click View to check the company.
- Click Accept, then confirm in the Accept partner window. Click Reject to turn a request down, or Cancel to withdraw one you sent.
Accepting shares nothing
The Accept partner window says it plainly: nothing is shared until you set up access on the Connected tab. Don't tell a partner they can see files, equipment or training until you have saved that sharing.
Messages and disconnecting
Use Messages to talk with connected partners. On Connected, click Disconnect to end a connection. Read the confirmation first, and sort out any access the partner still needs before you disconnect.
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