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Account applications
Ask a customer or supplier to complete their forms and choose where completed applications are sent.
The email below goes to the customer or supplier. Their personal link opens a checklist of the forms you ticked.
- To
- Subject
The live platform sends this email automatically. In this preview, send it from Outlook or copy the link.
| Reference | Company | Forms | Send to | Requested | Status |
|---|
No applications requested yet.
| Form | Type | Last changed | New requests |
|---|
Built-in forms are the approved controlled forms: their completed PDF keeps the approved layout. Changes to a controlled form go through change control.
Role access matrixWhat each role can use. Every user has one role and can do exactly what it allows. Changes apply straight away and are logged.
UsersGive someone the Super Administrator role to make them a super administrator. Users are never deleted: deactivate them instead, and they can no longer sign in.
| Name | Email (sign-in) | Role | Status |
|---|
No users match your search.
Add a user
Access changes
| When | By | Change |
|---|
Waiting for you
| Reference | Company | Forms | Customer submitted | Requested by |
|---|
Done
| Reference | Company | Your part completed | Now |
|---|
Nothing yet.
Completed applicationsEvery application Finance has confirmed lands here with its PDF package, at the same time as the package is emailed.
| Reference | Company | Forms | Decision | Confirmed by Finance | Package |
|---|
No completed applications yet.
Department mailboxesWhen Finance confirms, the application package goes to Finance with a copy to QA. Each department is emailed when an application is waiting for it. Syri company mailboxes only.
| Department | Mailbox | Receives |
|---|