TLDR: Organisation admins can establish, accept, decline, or remove Secure share connections with other Thirdfort organisations through Organisation settings. If unavailable, contact Thirdfort support by phone, live chat, or email. Connections enable sharing check results with people at linked organisations; colleagues within the same organisation do not require a connection.
Support is available by phone at +44 0161 768 0083 (Option 2), live chat via the help centre and portal, or email at Support@Thirdfort.com
You can establish or remove a connection with an organisation to share reports in your organisation settings or by contacting Thirdfort support
To share check results with people you are working with from another organisation you will first need to set up a secure share connection with the organisation you wish to share with. For colleagues within your organisation, this is not required. You can only set up a connection with another organisation that uses Thirdfort.
Establish a connection with an organisation for Secure share in your organisation settings
Only organisation admins can invite, remove or respond to invitations to link organisations.
Inviting an organisation to link:
- In the left hand navigation menu, select "Settings", from the drop down options that appear, select "Organisation".
- From the "Organisation settings" page, Select the "Linked organisations" tab.
- On this page, you can view all linked organisations and invite new organisations to link.
- Click the "Invite an organisation" button
- Enter a note to provide context for the invitation in your records and select "Create an invitation"
- Copy the code or the link and send it to the organisation admin of the other organisation.
Responding to an invitation to link:
- In the left hand navigation menu, select "Settings", from the drop down options that appear, select "Organisation".
- From the "Organisation settings" page, Select the "Linked organisations" tab.
- Select "Enter an Invite code" button
- Enter the code sent to you by the organisation who has invited you to link with them.
- Select "Link organisation" to connect your organisations or "Decline" if you do not wish to link.
Removing a connection with an organisation in your organisation settings
- In the left hand navigation menu, select "Settings", from the drop down options that appear, select "Organisation".
- From the "Organisation settings" page, Select the "Linked organisations" tab.
- In the table on the page, find the organisation you wish to unlink and select the "Unlink" button in the right hand column.
Contact Thirdfort support to establish or remove a connection with an organisation for Secure share
If you are unable to set up a connection in your Organisation settings, please contact Thirdfort client support.
Contacting Support
You can contact support via phone, live chat and email using the details below:
- +44 0161 768 0083 (Option 2)
- Live chat via our help centre and portal
- Support@Thirdfort.com
This guide is for Thirdfort Clients using the new CDD platform. This article may not apply if you have not yet been migrated to the new platform or access Thirdfort via a partner or reseller