How to Add Personnel from External Parties Module

✔ Available on all subscriptions

 

Instruction Guide

  • Step 1: Navigate to “External Parties” and select “Personnel”..
  • Step 2: Click “+Add New” and choose the External Parties from the “Company” dropdown.
  • Step 3. Select “User Access Type”.
  • Step 4: Enter the personnel’s name, workplace (department), and branch.
  • Step 5: Input their work phone and email.
  • Step 6: Click Save.

 

If the External Parties Module is not visible in the menu, it means you do not have the required permissions.

Please contact your company’s System Administrator to request access

Walkthrough Guide

Related Topics