The extranet
Let businesses keep their own listings right, see how they're doing, and ask to join.
The extranet is where a business looks after its own record. It's a site of its own, in your organization's accent color, and you'll find its address under Connections.
The people using it aren't Halo users. They don't take a seat, they can't reach anything else in Halo, and they sign in with a link sent to their email, which works once and for 30 minutes.
Let someone in
On a business's page, choose Invite beside a person with an email address. They get an email with the link to the extranet, and the page shows Invited, then Signed in once they've been. If it didn't arrive, choose Resend. To take someone's access away, open them and untick Can sign in to the extranet.
Turn the whole extranet on or off with Let businesses sign in under Settings.
What a business sees
Overview: which listings are live, how they're doing over the last 30 days, and what's waiting.
Your business: its name and contact details.
Your plan: what it's on, the price, and when it renews.
What you've sent in: everything it has sent, field by field, and what became of it, with your note if you left one.
It can change its own details and listings, empty a field that's no longer right, add something new, and say a listing is still right, which is the quickest way to keep yours from going stale. What it sent shows in its forms until you decide, so it doesn't send the same thing twice. It can't change a listing's status, its region or who it belongs to. To stop businesses changing one of a kind's fields, untick Businesses can change it on that field. They don't see that field at all.
Under Settings, Who to write to is where replies to the extranet's emails go, and who a business is told to talk to about its plan.
A plan's listing limit counts what the business has that isn't archived, and new listings still waiting, whoever at the business sent them in. It holds when you apply one too.
Businesses can't add photos yet.
What needs your yes
What a business sends waits in the Inbox, and it gets an email when you decide. That says accepted, not live, because a website changes when someone publishes it.
If you trust your businesses, turn on Trust businesses' changes, and changes to their own records apply straight away. New listings always wait for you.
Letting businesses ask to join
Turn on Open sign-ups under Settings, and the extranet gets a join page where a business can say who it is and which plan interests it. You can also take sign-ups from a form on your own website.
Each request waits in the Inbox. Nothing is created until you say yes, and nobody is emailed until then, so the form can't be used to send mail to a stranger. When you do, the business and its contact are added, and they're told they can sign in.