👥Partners

Use the Partners Module to invite partners and suppliers, map, trace, and understand your supply chain, monitor supplier programs, certification, and document compliance

Table of Contents

Inviting parters, suppliers, or other stakeholders to Brightest

Partner Dashboard

Partner Info

Partner Data

Supply Chain ESG Scorecard

Partner AI ESG & Risk Analysis

Data Scheduling (recurring partner survey)

Partner Custom Fields

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Inviting partners, suppliers, or other stakeholders to Brightest

Partners, Suppliers or stakeholders can be invited or entered into Brightest a couple different ways:

Inviting stakeholders to collaborate via Brightest

Uploading a list of stakeholders

Inviting Stakeholders to collaborate via Brightest

In order to collaborate with other organizations or companies, you'll need to invite them as a partner in your Partner Module.

1. Navigate to the Partners Module and select "+ Invite a New Partner".

To invite a new organization to Brightest, select "+ Invite a New Partner"

1. If the organization already has a Brightest account, you'll be able to search for them using the "Search by Organization" tab and send a request. Note: The partner invite is at no extra cost to the partner. They receive their own Brightest account with limited functions - though they have the option to upgrade their subscription.

• If the organization doesn't have a Brightest account, select the "Invite via Email" tab, type in the email of your contact at that organization, and select "Send invite". They will then receive an email inviting them to set up a Brightest account for their organization.

Use the "Search by Organization" to find an organization already on Brightest, or "Invite via Email" to invite a new organization

1. Once a partner has accepted your invitation (and created an account if necessary), they will be visible in your partner dashboard. You can view your pending invitations in the "Sent partner requests tab". If other organizations send you a partner request, you'll find them in the "Received partner requests" tab.

Partners who have accepted your request will appear in the partner dashboard, view sent requests and received requests in their corresponding tabs

For more info on inviting partners to Brightest, check out our tutorial video:

Brightest Tutorial: Brightest Partners and Partnerships

Uploading a list of stakeholders

If you wish you keep track of your stakeholder records in the Brightest Partner Module, but do not want to invite them to collaborate via Brightest, you can upload a list via csv importer.

1. Navigate to your Partner Module.

2. Click on "+Invite a New Partner"

3. Click on "Import Partners via csv". This will open up the csv importer.

4. Download the csv file template. Fill out the template with the relevant information (see below for more details).

5. Upload the csv file and follow the data mapping / data review. Once you click save, your list of stakeholders will be added to your Partner directory.

Field	Required	Description
Name	Yes	Enter the name of the stakeholder / organization
Primary Partner Contact Email	Yes	Enter the email address of the primary contact
Partner Type	Yes	Select one of the following: Non-profit, Foundation, Community, Corporate, School, Government, Consultant, Supply chain, Campaign, Student/Youth, Agency, Grant recipient, Vendor, Investment, Customer
Website	Yes	If your stakeholder does not have a website, you can enter the "[name].com"
Meta tags	No	Optional, enter meta tags related to the stakeholder (meta tags must first be added in your account settings)

If you do not want your partners to receive email notifications when you update their supplier scorecards, please be sure to check your Partner and Supply Chain Settings located in the Settings Module.

Navigate to the Settings Module, then click "Partner and Supply Chain Settings"

Toggle the switch "on" or "off" depending on your preferences, and click "Save"

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Partner Dashboard

There are multiple functions available in the partner dashboard of your Partners Module.

• In the table view option, you have the ability to filter by partner type (Non-profit, supply chain, consultant, etc.), view data, documents, scorecards (for supply chain partners), assign tags, and send survey or data requests.

Partner dashboard in table view

• In the list view, you have all of the same options as above, along with the options to view a partner's Brightest profile, assign a data collection schedule, cancel a partnership, and edit a partner type.

Partner dashboard in list view

• In the map view, you can map and trace your suppliers & branches around the world by city, state, country, and postal code

Partner dashboard in map view

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Partner Info

In both the table and list view, you'll be able to select "Partner Info".

Here you can:

• Add contact information for the primary contacts at the partner organization

• View the organization's address, website, Brightest profile page

• View the responses or documents attached to partner custom fields

• Add or assign assets

• Upload any partner documentation that you'd like saved

• View diversity information

Partner Data

You can view Partner Data by selecting "data" option next to the supplier in the table or list view, or you can select the "Partner Data" tab at the top of the page.

Here you can:

• Filter by partner and partner type

• View the list of surveys that you've sent. If a partner has completed a survey, you'll be able to view their responses as well.

• Export partner impact reports (if you've sent them the survey and they've completed it)

Supply Chain ESG Scorecards

If a partner is set as "Supply Chain" (in the "supplier type" field - to edit, go to list view in the partner dashboard and use the drop-down menu to update), you will see an option to view/edit a "Scorecard".

You can edit the scorecards to identify risk, create action items, update audit finding items, and set priority and risk levels for a supplier. Information will also populate based on survey responses.

Use supply chain scorecards to identify supplier ESG performance

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Partner AI ESG Analysis

Once you've invited your partners or created their profiles, an “Analyze” button will appear in each partner’s overview. You can use this button to analyze individual partners, or select “Analyze Partners” at the top of the table to perform a bulk analysis.

Once you've selected either an individual partner or multiple, you'll be shown a confirmation message informing you how many AI credits the analysis will use and your current AI credit balance.

If you need to purchase more credits, you can do so here.

You can also track your AI credits and usage in your license AI Settings.

Once the analysis is complete, use the drop-down menu to access a table summarizing your partner’s ESG results. The ESG analysis table provides an overview of each partner’s publicly available sustainability information.

You can also access your supplier Risk Analysis Dashboard to see an overview of each supplier's risk scores. The AI supply chain agent will update the supplier's score card during the analysis with any notable information it finds.

You can also find more detailed analysis information in the partner information page.

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Data Scheduling (recurring partner surveys)

If there is information that you need from a supplier on a regular basis, you can set up data scheduling.

1. Create the survey (in the Surveys Module) that you would like your partner to complete.

2. Select the "data scheduling" option under the partner in the dashboard list view.

Data scheduling option in list view on partner dashboard

1. Select "+ Create New Schedule", then use the drop-down menu to select the survey that you'd like them to complete on a reoccurring basis, and select "Next".

Select the survey you want your partner to complete

1. Use the drop-down menu to set a data collection frequency, and then select "Send" to send the survey to the partner. They will then receive the survey in the interval selected.

Select the frequency for the partner data request

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Partner Custom Fields

If there is specific information that you want to collect from your partners, you can create custom fields. You will then have the option to add custom fields when you create surveys. Custom field responses will also populate in the partner information tool in the partner dashboard.

To create a custom field:

1. Navigate to Settings, scroll to the bottom of the page, and select "Manage Custom Fields".

Select "Manage Custom Fields" in Settings

1. Select "Add Custom Field +", complete the form, and select "Save".

• Name - this is the internal name for the custom field. Only your organization will see it.

• Label - enter the text that you want to appear (for example, "Do you have a net-zero target?")

• Field Type

  • Text - for descriptive or qualitative answers

  • Number - for a specific value

  • File - if you want them to upload a document or certification

• Data Type - For Text or File types it will only have the option of Absolute

  • For Number data types:

    • Absolute - old values will be overwritten by new values each time a form with this field is submitted

    • Cumulative - new form responses will be summed to previous form responses

    • Average - will take the average across all form responses

• Partner type(s) the form should apply to - select which partner type(s) you would like this field to be visible to. If you would like it to apply to all, don't select anything.

Complete the custom field form to create a new custom field

To learn more about creating custom fields, check out our tutorial below.

Brightest Tutorial: Partner Custom Fields

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