Using Third-Party Accounts
Important: The Third-Party Accounts module must be purchased separately and enabled for your organization. Contact your administrator if you have questions about using the Third-Party Accounts module.
- Add a vendor or client as an account
- Add any of the vendor's or client's employees—called contacts in Policy & Procedure Management—to an account
- Assign third-party contacts to write, review, read, or complete content (documents and assessments)
- Send third-party contacts notification and reminder emails to complete their writing, reviewing, or reading
Note: Third-party contacts cannot be assigned to campaigns.
Product Information
Copyright
This publication was written and produced at NAVEX Global, Inc., Lake Oswego, Oregon. This publication or any portion thereof is confidential and/or proprietary and may not be reproduced or used in any manner whatsoever without the express written permission of NAVEX Global, Inc.
Copyright © 2025 NAVEX Global, Inc. NAVEX Global® is a registered trademark/service mark of NAVEX Global, Inc. The NAVEX Global® logo is a trademark/service mark of NAVEX Global, Inc. Unauthorized use of NAVEX Global, Inc.’s trademarks/service marks is strictly prohibited without prior written permission from NAVEX Global, Inc.