A guide to providing Suppliers with their own version of 1Breadcrumb to manage Safety Documents, Permits, Plant/Equipment, and Reporting across a number of Sites.
There are two ways to onboard Suppliers in 1Breadcrumb: via Full Onboarding or Quick Onboarding. Here is a guide on the difference between the two - Link.
The "Full Onboarding" tool offers more functionality for the Supplier than the quick onboarding feature, but it requires learning and active management. That is why it is not recommended for most Builders. This guide will show you how to fully onboard a Supplier.
Table of Contents
Requirements 🔑
Permissions: Company/Site Hosts with "Supplier Management" and "Modify Site" permissions. If you do not have these permissions, please reach out to your 1Breadcrumb administrator.
Suppliers: Suppliers must be set up and listed in the Site Suppliers Directory.
Web Portal Instructions 💻
Step 1: Navigate to the Onboarding Tool
- Click on the Sites menu from the left-hand toolbar
- Next, find the Site you're currently managing using the Search Bar
- Once found, click on the red Suppliers button to view all Suppliers on this Site
- Next, find the Supplier you wish to onboard using the Search Bar
- Once found, click on the yellow Onboard button
Step 2: Send a Full Onboarding Invitation
- In the pop-up window, make sure you have selected Full Onboarding at the top
- This will auto-populate an email to send to the Supplier using:
- Email: Taken from the Supplier Directory
- Supplier Name: Taken from the Supplier Directory
- Phone Number: Taken from the Supplier Directory
- Content: Taken from the default onboarding template
- You can also:
- Add additional emails if required using a comma and space (e.g. info@1breadcrumb.com, admin@1breadcrumb.com)You can also:
- Modify the content of this particular email (if modifying, ensure you keep the [SiteName] and [UploadLink] placeholders intact)
- Include a link for workers to complete all inductions able to be completed prior to coming to the site by ticking the Include Offsite Induction Link checkbox
- Ensure a valid Mobile Number capable of receiving verification messages has been added as this number will be used to assign Permissions to the user
- Once you're happy, click the blue Send Email button
- Once sent, can now see the following from this screen:
- A timestamp of when the email was sent, and to whom
- Whether any Safety Documents have been uploaded and their status
- If a Supplier has successfully completed a Full Onboarding (if so, it should say Linked under the Permissions column)
Mobile App Instructions📱
This feature is not available on the Mobile App.
You now know how to send a Full Onboarding invitation to your Suppliers so that they can manage their own Safety Documents, Permits, Plant/Equipment, and Reporting across all Sites they have been associated with.