Adding a Third-Party Account

  1. Click System Settings.
  2. Click Third-Party Setup, and then click Account Manager.
  3. Click New Account.
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  1. Type a name for the account.
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  1. (Optional) Click Account Info, add information about this account, and then click OK.
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  1. For Sites, select the sites where users from this account can be assigned to documents and questionnaires.
  1. Click Save.
  2. (Optional) Repeat steps 1 through 7 to add other accounts.