Third-Party Accounts Overview for Administrators

Important: The Third-Party Accounts module must be purchased separately from PolicyTech licenses. If you have questions about or want to purchase the Third-Party Accounts module, call Client Support at 888-359-8123 (toll-free in the U.S. and Canada) or 208-359-8123.

The Third-Party Accounts module lets you and other users do the following in PolicyTech:

• Add a vendor or client as an account
• Add any of the vendor's or client's employees—called contacts in PolicyTech—to an account
• Assign third-party contacts to write, review, or read a document
• Have third-party contacts receive notification and reminder emails to complete their writing, reviewing, or reading tasks

Setting up third-party accounts consists of the following tasks:

Adding a Third-Party Account

Adding a Third-Party Contact

Working with Account Manager

Enabling Third-Party Contact Assignments in a Template

After setting up third-party accounts, refer users to the following topics:

Assigning Tasks to a Third-Party Contact

Completing a Task as a Third-Party Contact

Logging in to PolicyTech as a Third-Party Contact

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