Once you’ve created tradeflows, you can share these tradeflows with partner organisations (”partners”).

Make sure the partner exists in Dockflow

If you want to add a partner to the Dockflow system, this can be done via Settings > Partners:

First, search for the partner that you want to add, it might already exists.

If it does not exists, there are 3 options for adding a new organisation:

• The partner already exists on Dockflow, but you are not connected to it.
• The partner has invited you to Dockflow using a partner-code
• The partner is not on Dockflow yet.

For these 3 scenario’s, use the wizard provided by clicking the “+” button on the Partners-page:

Note that organisation names are used to uniquely identify a partner: “ACME” is not equal to “ACME S.A.” and Dockflow will see these organisations as completely seperate organisations.

Share tradeflows with the partner

A tradeflow can be shared via three ways:

• Manually, via the interface on the platform, by sharing a specific tradeflow with a partner.
• Via template excel import, when filling the “client” column, an organisation will be created with that name, and the tradeflow will be shared with that partner.
• Via integration, see https://api.dockflow.com

Add users to the partner