Joynd Portal - Overview for Vendors

Joynd Portal - Overview for Vendors

This document provides an overview of the key user functions of the Joynd Portal for application vendors. If you have any questions or issues when using the Portal, click the “Bell+” icon, available on all the screens to send a message to the Joynd team. Alternatively you can send an email to HelpDesk@Joynd.io.

Add a new client integration into the Portal 

1) Log into the Portal (https://portal.joynd.io) using your registered email and password.
2) Select the “Add new” button to add an integration for a new activation.

   Select the downward arrow next to the choose field label to select from a list of available integrations.

  3) Enter the company name for the client that the integration is being established for in the Client Company Name field.

  4) Hit the “Add Integration” button.

  5) You will be presented with a screen that includes the following information:



  • Deploy Button

             Once changes are made the Deploy Button (top righthand corner) needs to be clicked, this will make

             all updates live for this integration. 

  • Connectors & Credentials 

           1) This tab is where credentials and other configuration information is entered (and collected) for your system and the ATS.  You will need to collect this information and enter into the Portal. 

           2) Select the Connector you want to edit


       3) Enter the values for each line item (Note: each ATS will be different, see Documentation for detailed requirements)

       4) The “Test” button will check to see if the credentials are working correctly.

    5) If you are using a Sandbox, click on the Sandbox and enter the appropriate information. You also have the option to “run” the integration in the Sandbox or Production. Note: Everything defaults to Production. Each Connector can run in Sandbox or Production independently of the other Connectors setting.


  • Documentation 

    • This page provides the documentation on what needs to be done in the ATS.


  • Integration Status 

            This page allows you to change the status of the integration. Please see the portal for additional information about each step.  You can find the information by clicking on the icon.

  • Notes (Optional)

            Enter any useful notes about the integration in this field.

Optional Configuration Information

Depending on the ATS there could be some customer fields that need to be configured, questions answered or packages that need to be copied. These options will only be displayed if they are required.

  • Data Map

            The Data Map will appear only if custom fields are required in the ATS. Follow the onscreen instructions. Usually only the ATS Screen Name and Technical (API) Name are required.



  • Questions

            If there are questions that need to be answered a Question / Answer screen will display.



  • Packages

            Some ATS' do not support automatic updates for background screening or assessments packages, if that is the case those packages will be displayed and they need to be copied to the ATS.

Side Menu

  • Other Portal options.


Search Integrations

      When you log on, the search page will display first. Here you can find and select any integration that you want to manage.



Integration DetailsRe-displays the integration you last managed.


Integration Events
      Each time the integration runs it logs all the events that occur. Here you can search for all events that passed or failed, and review the reason for failure.

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Change Log
      Every change in the Portal is logged, this allows you to find how information was changed, who did it and when.



Profile

  • Click Profile to Log Out, change email or change password.





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