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Personally Connecting With Organisations

The SQUIZZ.com platform allows you to connect with organisations that you may work for or know, such as local businesses, sporting teams, suppliers, entertainment, charities, education bodies, and many more. Once you have established a connection with an organisation you may be able to gain access to additional information about that organisation, listen to exclusive feeds and news, buy goods and services at reduced prices, perform additional duties on behalf of the organisation such a purchase on behalf of the organisation, or be a representative of the organisation in conversations and feeds. Additionally you can control what personal information about yourself you wish to share with different organisations, and have past and present employers verify your employment history.

Topics

  1. Prerequisites
  2. Connecting Personally To An Organisation
  3. Connecting As An Employee To An Organisation
  4. Grouping Your Organisations
  5. Disconnecting From An Organisation
  6. Next Steps

Prerequisites

Before reading on please ensure that you have understood the following topics:

Connecting Personally To An Organisation

The SQUIZZ.com platform allows you to connect personally to organisations registered within the platform. Once you are connected to an organisation you will be able to be invited to follow the organisation's private feeds, be able to be assigned to the organisation's customer accounts and purchase goods and services at tailored or reduced prices, as well as access additional information about the organisation based on access granted to you.

To connect personally to an organisation follow these steps:

  1. Find the organisation you wish to connect with, either by using the organisation search on the SQUIZZ.com home page, or by clicking on the organisation's name anywhere where it appears within the TOTECS platform (such as in signatures appearing in conversations, or in other organisation profiles).
  2. Click on the organisation's name to open the organisation profile dialog.
  3. Click on the Connect button.
  4. Click on the Connect Personally button.
  5. In the Organisation Group drop down choose a group to assign the organisation to.
  6. Tick the Request A Customer Account checkbox if you wish the organisation to create or assign you to your own customer account, allowing you to personally purchase off the organisation upon agreed terms and pricing.
  7. Optionally in the Message textarea type a message that the person who is to approve your connection request within the organisation will see.
  8. Click on the Connect button.

A notification will be sent to any people within the organisation who are allowed to see connection requests. If one of those persons approved your request then you will receive a notification advising that you are now connected to the organisation. Additionally the organisation will appear within the Organisations menu and be assigned to the Organisation Group that you assigned the organisation to. If your connection request is declined then you will also receive a notification advising so.

Note that there is a limit on how many organisation connection requests, once you have hit the limit then you must wait for an organisation to approve or decline your connection requests before being able to send another request.

Connecting As An Employee To An Organisation

The SQUIZZ.com platform allows you to connect personally to one or more organisations as an employee. Once you are connected as an employee to an organisation you can do the following:

  • Set the organisation in a conversation to denote that you are speaking professionally as an employee, as well as have your job title display with each post.
  • Be invited to follow and post in private organisation feeds, which may be used for internal organisation announcements and team/department news.
  • Post in feeds on behalf of the organisation, if the organisation's administrator(s) have granted you permission.
  • Make purchases on behalf of the organisation, if the organisation's administrator(s) have granted you permission.
  • Create sales against allowed customer accounts within the organisation, acting as a sales representative if allowed to do so.
  • View conversations associated to the organisation's customer accounts.
  • Administer aspects of the organisation, such as approving connection requests, assigning people and organisations to groups and accounts, setting up organisation data, if the organisation's creator or other administrator(s) has granted you permission.
  • Have the organisation verify your current or past employment with the organisation.

To connect as an employee to an organisation follow these steps:

  1. Find the organisation you wish to connect with, either by using the organisation search on the SQUIZZ.com home page, or by clicking on the organisation's name anywhere where it appears within the TOTECS platform (such as in signatures appearing in conversations, or in other organisation profiles).
  2. Click on the organisation's name to open the organisation profile dialog.
  3. Click on the Connect button.
  4. Click on the Connect As An Employee button.
  5. In the Organisation Group drop down choose a group to assign the organisation to.
  6. In the "Enter an agreed code to authenticate your employment" enter the code that the administrator/authorised Human Resources person within the organisation may have advised you to set. This code is used to verify that you are an employee.
  7. Tick the Request A Customer Account checkbox if you wish the organisation to create or assign you to your own customer account, allowing you to personally purchase off the organisation upon agreed terms and pricing.
  8. Optionally in the Message textarea type a message that the person who is to approve your connection request within the organisation will see.
  9. Click on the Connect button.

A notification will be sent to any people within the organisation who are allowed to see connection requests. If one of those persons approved your request then you will receive a notification advising that you are now connected to the organisation. Additionally the organisation will appear within the Organisations menu and be assigned to the Organisation Group that you assigned the organisation to. In any conversation dialog you will be able to assign the organisation to your conversation posts. If your connection request is declined then you will also receive a notification advising so.

Note that there is a limit on how many organisation connection requests, once you have hit the limit then you must wait for an organisation to approve or decline your connection requests before being able to send another request.

Grouping Your Organisations

Once an organisation has accepted your connection request then the organisation will be added to your list of organisations available from within the Organisations menu on the platform. You can group your organisations together to make it easy to find and categorise how you know an organisation. Note that the groups can only be seen by you and not any of the organisations. By default after signing up to the platform the following groups would have been created for you:

  • Charities - Organisations that are non-for-profit.
  • Employers - Organisations that you work for.
  • Entertainment - Organisations that provide entertainment for you.
  • Local Organisations - Organisations that exist within your local community.
  • Purchasers - Organisations that buy goods and services off you.
  • Recreation - Organisations the provide you with recreational activities, such as sporting clubs, .
  • Service Providers - Organisations that provide services for you, such as electricity companies, or internet providers.
  • Suppliers - Organisations that you buy products from.
  • Unassigned Organisations - Organisations that have not been assigned to any group.

You can change the labels of these default groups, as well as deleted them, and add new organisation groups.

Data Sharing Policies

For each organisation group you can assign a "data sharing policy". Each policy determines the information about yourself that can be seen by the organisations you've assigned to the group. For example in your "Employers" contact group you could assign a data sharing policy that allows your employment organisation assigned to it to see all your personal information about yourself, where as for the "Charities" group you could assign a policy that allows chosen charitable organisations to see only your name, email address, and phone number. Using data sharing policies allows you to have great control over the information you choose to share with organisations.

Create A New Organisation Group

To create a new organisation group follow these steps:

  1. Login to the SQUIZZ.com platform from the Home page or mobile app.
  2. Click on the Organisation menu button in the top left corner.
  3. Click on the Create Group button.
  4. In the Group Name field enter a name for the group.
  5. In the Data Sharing Policy drop down choose a data sharing policy that will decide the information of yours can be seen by the organisations assigned to the group.
  6. Click on the Save button.

A new organisations group will be added to groups drop down within the Organisations menu. Additionally you will be able to click on the group name under a listed organisation and assign them to the new organisation group that you have added.

Modify An Existing Organisation Group

To modify the details of an existing organisation group follow these steps:

  1. Login to the SQUIZZ.com platform from the Home page or mobile app.
  2. Click on the Organisation menu button in the top left corner.
  3. Click on the Organisation Groups drop down.
  4. Select the Organisation Group that you wish to modify.
  5. Click on the Modify Group button.
  6. In the Group Name field set a new name for the group.
  7. In the Data Sharing Policy drop down select the data sharing policy that will decide the information of yours can be seen by the organisations assigned to the group.
  8. Click on the Save button.

The details of organisation will be updated, and the organisations in the group will see information you have allowed to share based on the data sharing policy you selected.

Remove An Organisation Group

If you wish to remove one of your organisation groups then follow the steps below.

  1. Login to the SQUIZZ.com platform from the Home page or mobile app.
  2. Click on the Organisation menu button in the top left corner.
  3. Click on the Organisation Groups drop down.
  4. Select the Organisation Group that you wish to remove.
  5. Click on the Remove Group button.
  6. In the Group Name drop down choose an organisation group that organisations in the group being removed will be reassigned to.
  7. Click on the Remove button. Be sure that you wish to remove the organisation group since it will be permanently deleted.

The organisation group will be removed from the groups drop down within the Organisations menu and organisations reassigned to the chosen group. Note that you cannot remove the Unassigned Organisations group and it is the default group that your organisations will be assigned to if no group is chosen.

Disconnecting From An Organisation

There may be a time when you no longer wish to be connected with a particular organisation. Once you are disconnected then the other organisation will no longer see you in the People area within the organisation's profile, as well as not be able to invite you to private organisation feeds. Follow the steps below to disconnect from an organisation:

  1. Login to the SQUIZZ.com platform from the Home page or mobile app.
  2. Click on the Organisations menu button in the top left corner.
  3. Scroll down through your list of organisations and find the organisation that you wish to disconnect.
  4. Click on the on the Disconnect link.
  5. Click on the OK button to disconnect from the organisation.

The organisation will no longer appear in your organisations menu, and you will no longer appear in the organisation's profile within the People area.

Next Steps

Learn about notifications.