Connecting

To access this feature, you must log into the Corastone portal with a user account that has:

• Tech Support user role

• Internal or External user type

Establishing a Connection

Connecting with another firm requires:

• existing Corastone accounts and licenses for each party

• the org ID of the firm you are connecting to (acquired through communication outside the platform)

You can find your own org ID in your portal URL: portal.<org_ID>.<domain>.us.

Once you have agreed to do business with an organization on the Corastone platform, you can take the first steps to establish a connection:

1. Go to the Network Integration page.

1. Click Establish Connection.

1. Enter the Org ID of the organization you want to connect to.

2. Click Confirm.

The other organization must accept this connection and establish their own connection with your organization before you can do business.

Accepting a Connection

When an organization tries to establish a connection with your organization, you will see an entry in the Network Integration page with "Action Required" highlighted in the Connection Status column.

To accept the connection request:

1. Go to the Network Integration page.

2. Click the entry with Connection Status of Action Required.

3. Click Accept Connection.