Adding a Third-Party Contact
If no accounts exist, you'll need to add one before you can add a contact. See Adding a Third-Party Account.
Add a Third-Party Contact
- Click Settings & Tools > Third-Party Setup, and then click Account Manager.
- In the grid, find the account for which you want to add a contact, and then click Add Contact.
- In the Add Contact menu, provide at least the following information: Unique Contact ID, First Name, Last Name, Email Address (for task notifications), Department.
- If there are multiple contacts for the current account and you want to designate this person as the primary contact, select Primary Contact. When assigning third-party contacts to review or read/complete a document or an assessment, you have the option of assigning only primary contacts.
- Click Save.
Product Information
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