I want to add a 2nd Conflict Minerals for the same year, the 2nd form will be used for a different client as it only relates to a single product rather than my whole company.

Conflict Minerals forms are part of the data associated with a profile. You control access to forms by controlling which clients can access each of your profiles. You will need to setup a second profile and add the new form to this profile. This can be achieved by the following steps below:

  1. Click on the ‘Settings’ button on the top menu bar, and select the ‘Profiles’ tab.
  2. Press the ‘Add Profile’ button to add an additional profile. Make sure that you give it a name that reflects the new scope, i.e. Green Recycle Solar Panel Division.
  3. Select the ‘Switch Profile’ icon (second icon on the right of the profile name) to select your new profile and add the new form to this profile.
  4. The final step is to press ‘Add Customer’ in client management to provide your client access to this profile and form.

Note: Don’t give your client access to your original profile otherwise they will see both conflict minerals forms.

Posted in: Conflict Minerals

March 12th, 2014