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External Parties module overview (companies vs personnel vs portal)

External PartiesAll usersVerified 16 Sep 20261 min

Companies

A company is the organisation you're working with — a contractor or supplier business.

Personnel

Personnel are the individual people belonging to that company who may need their own login.

The portal

When personnel log in, they see a limited portal showing only what your organisation has shared with them — not your full Teammate account.

Walkthrough video

Every step above, performed once in a demo organisation.

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