Adding a new resource partner just got easier. Using a Resource Partner Application Intake Form, organizations can submit profile information directly to the SourceLink┬« Resource Navigator administrator.

Links to Resource Partner Application intake forms are available on affiliate Resource Navigator web pages.





Once submitted, the partner will receive an email with an overview of profile information entered. 





Resource Navigator administrators will see new submissions as Pending Tasks on their SourceLink administrator panel.





Once opened, administrators can then Approve or Reject Resource Partner Application forms. 




When Approve is selected, Resource Navigator administrators can choose Enabled so the profile is immediately available in the search or Not Enabled to save information to the database without enabling it.




When Reject is selected, the information will be deleted and not available for viewing in the database.
Check box to send an Email to this organization. Use Email template or edit as needed.
Click Reject & Send Email.  









For more information about Resource Partner profiles go to: Editing a Partner-Manual and Managing Client Records