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Onboard as a Virtual Participant
This article explains how a legal entity can join the data space as a virtual participant under a managing participant.
A virtual participant is a legal entity that is represented and maintained by another active company in the data space. This provides a lighter onboarding path and avoids the need to set up full participation independently. As described in the overview, virtual participants do not require their own portal access, wallet, or EDC.
Before you start
Before beginning this onboarding path, make sure that:
your organization has agreed which active legal entity will act as your managing participant
Where:
Start your registration here: https://www.cofinity-x.com/onboarding#contact.
In case you are unsure on what to enter on the website form, please choose any use case as the choice is not binding for a Virtual Participant.
Afterwards, you will need to validate your email and you will receive an invite as described here: https://userguide.cofinity-x.com/en/articles/162604-accept-your-portal-invitation (One time password and the path to register).
Complete the steps and mention which organisation you intend to be managed by.
This onboarding path is intended for legal entities that want to participate in the data space under centralized management instead of completing the full standard participation path on their own.
What happens in this flow
When onboarding as a virtual participant:
you enter your company data during onboarding
you select a managing participant
Cofinity-X reviews the request
the selected managing participant reviews and decides on the request
if the request is accepted, the managed relationship is created
Once the relationship is established, the managing participant can centrally maintain supported company information for your legal entity, including sites and addresses. The BPNL is created automatically and cannot be edited.
How to onboard as a virtual participant
1. Start the onboarding process
Begin the onboarding process using the invitation or registration path provided to your company.
2. Complete the Company Data step
Enter your legal entity information on the Company Data page.
Make sure the information is complete and accurate, as it will be used for validation and for setting up your legal entity in the data space.
3. Select a managing participant
On the Company Data page, choose the company that should manage your legal entity.
Only eligible companies that can act as managing participants are available for selection.
Select the company you have agreed on internally before submitting the request.
4. Submit your request
Submit the onboarding request after completing the required company data.
After submission, you will see a confirmation that your onboarding request has been sent.
5. Wait for request review
After submission, the request goes through two checks:
Cofinity-X reviews the request first
the selected managing participant then reviews the request
Your onboarding continues only if both checks are approved.
What to expect after submission
After you submit your request:
your request is reviewed by Cofinity-X
once approved, it becomes visible to the selected managing participant
the managing participant can accept or decline the request
if accepted, the managed relationship is established
After successful completion, the managing participant becomes responsible for centrally maintaining supported company data for your legal entity.
If your request is declined
If your request is not approved, the managed relationship is not created.
If you are unsure why your request was declined, contact us [email protected]
Important note
Currently, a managed relationship cannot be ended directly in the portal.
If your company no longer wants to be managed, please contact us [email protected]
Next step
To understand what happens on the other side of the process, continue with:
Set Up as a Managing Participant
Review and Manage Requests
Need help?
For questions, contact [email protected]