Borderless Product Academy
Interactive guides showing how to use the Borderless platform, including our latest compliance features
By James and 2 others3 authors20 articles
- SMS account changes from September 2026: multi-factor authentication, Level 2 users and inactive accountsMandatory multi-factor authentication from 3 September 2026, the end of new Level 2 users on 9 September 2026, and what the Home Office is doing about inactive accounts and unused…
- Borderless users on your SMS account: who they are and why one name may appear more than onceWhy Borderless appears on your Level 1 user list, what each Home Office status means, and what to do if the same name is listed more than once.
- Finding your Representative Reference NumberWhere the Home Office provides your Representative Reference Number, why it is not your SPL application reference, and what to do if you cannot find it.
- Getting started: signing, paying and setting up your Borderless accountA step-by-step guide to your first steps with Borderless: signing your contract, setting up payment, and adding your business and sponsor licence details.
- Users and Permissions: Owner, Editor and ViewerWhat each Borderless user permission level can and cannot do, and how to add and manage users.
- Managing Sponsor Licenses, Businesses and UsersThis guide explains how to apply for a new sponsor license or integration an existing license and how to add and manage businesses, sites, and users within the Borderless platform.
- Managing IndividualsThis guide explains how to add and manage Individuals and their compliance on the Borderless platform.
- Managing RolesThis guides explains how to add and manage roles and reuse those role templates when adding individuals or sponsoring candidates.
- Sponsor License IntegrationHow to add Borderless as a Representative and Level 1 user to your SMS.
- Reporting a Change of CircumstanceHow to update employee or business details in Borderless to stay compliant and keep your records accurate.
- Submitting a CoS RequestSupport with requesting additional CoS on the Borderless portal.
- Bulk Import IndividualsHow to upload multiple employee profiles in one go.
- Data Security FAQsOverview of the robust systems, policies, and safeguards we have in place.
- Notifications CentreEverything you need to know about the notifications centre on the Borderless portal.
- Finding a SOC Code using Smart SearchFind the most appropriate SOC code for a role by simply entering a job description - Borderless AI will do the rest.
- Case DocumentsEasily share documents with the Borderless team at any time by uploading them directly to your active case.
- Employer Home Dashboard on BorderlessThe Home Dashboard gives employers a quick overview of their sponsorship activity and easy access to key actions - all in one place.
- Manage Your Notifications & Stay Updated with Daily Case SummariesWe’ve introduced new notification controls and a daily summary email to give you more visibility and control over your cases.
- Borderless HRIS IntegrationsHow to set up your Borderless Integrations
- Sona Integration: API KeysThis article explains how a customer needs to request their API key to integrate Borderless with Sona HR