When you add a new external engagement to your DataShare portal you will be inviting your SME to sign up and create a DataShare account.
All Engagements begin by clicking the 'New Engagement' button which is displayed both as a quicklink on the DataShare Admin tab and a button on the 'Manage Engagements' page.
Over a few screens you will be asked to provide details of the engagement, the users who will be invited to be a part of the Engagement and you may be asked to make some upload scheduling choices if your subscription includes this option. Once all details have been supplied you can submit your engagement and an email is sent immediately to your SME inviting them to accept the Engagement invitation and complete the sign up process.
To complete the form enter the company name and main contact information for the SME you would like to invite to the Engagement then select 'Next'.
Do not select "I want to represent this SME myself" - this is only used when you are adding an internal engagement.
The team section of the new Engagement form allows you to select existing DataShare users that will have access to this engagement. As a minimum you need an Engagement Owner and an Engagement Agent. When done select 'Next'.
Be sure to create the users you wish to manage this engagement before you begin.
If your subscription has the scheduling option included you will be asked if you wish to use it or not on this new Engagement. Select the Scheduling choice from the drop-down then select 'Next'.
Before you can create the engagement you are asked to review the information supplied. You can make edits here is needed. Be sure to check the email address for the SME you are inviting is correct as this cannot be changed once you have submitted the form.
Once you have reviewed and completed all the mandatory fields, select Submit.
The SME contact you have invited will receive an e-mail informing them that you would like them to join your DataShare portal.
Communication sent to invited customers
When new customers are invited to use DataShare (through a new engagement or as SME Contact users), they will receive e;ails from the below templates :
- Invitation Reminder for SME (Sent 7 days after the date the invitation was sent - if they have not signed-up)
- Invitation Reminder for SME: Subject
- Invitation expired: Body (Sent 30 days after the invitation was sent - if they have not signed-up)
- Invitation expired: Subject
- Invite SME: Body (The actual invitation email sent when the new user is invited to the portal)
- Invite SME: Subject
- SME user accepted invitation: Body (Sent to you when your customer accepted the invitation and activated their account on the portal)
- SME user accepted invitation: Subject