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How do you add third-party users?

  • 20 March 2024
  • 5 replies
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Userlevel 7
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Where do I go to add third-party users and who generally should be a third-party user?

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Best answer by eduensing 1 May 2024, 23:29

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Userlevel 2

Under the Team tab for the project you can add 3rd party team members. We might use this when our customer is using a vendor for their content migration and they want them to have visibility into specific tasks in the overall plan. They are not the customer directly but a contractor or vendor working with the customer.  

Userlevel 7
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You’re absolutely correct! Now what if the third-party member doesn’t exist in the system yet? Do you know how to create one?

Userlevel 2

Ha, @emaynez, you made me look! I thought you did it from the tab I mentioned, but realized that is only if they already exist. Tricky!  😁  Found it under the “shishkabob” menu for the tenant and selecting 3rd Parties where you can then add them.  

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Nailed it! Great job @eduensing!

 

Userlevel 2

Platform scavenger hunt… love it!  😂

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