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External-party access settings & login credentials

External PartiesFor adminsVerified 16 Sep 20261 min

Access settings

Open the company or person's Access Settings to control what they can see once logged in.

Sending credentials

Select Send Credentials to email the person their activation link, matching the flow described in "Activating your external-party account".

Walkthrough video

Every step above, performed once in a demo organisation.

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