Adding a Third-Party Contact

  1. Click System Settings.
  2. Click Third-Party Setup, and then click Account Manager.
  3. Click an account to open the Accounts form.

Note: If no accounts exist yet, you'll need to add one before you can add a contact. See Adding a Third-Party Account.

  1. Click Add Contact.
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  1. In the Add Contact window, provide at least the following information: Unique Contact ID, First Name, Last Name, Email Address (for task notifications), Department.
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  1. (Optional) If there are multiple contacts for the current account and you want to designate this person as the primary contact, select Primary Contact at the bottom of the Add Contact form.

Notes:

  • When assigning third-party contacts to review or read/complete a document/questionnaire, you have the option of assigning only primary contacts.
  • In all third-party contact lists, account representatives are marked with an asterisk (*).
  1. Click Save.
  2. (Optional) Repeat steps 4 through 7 to add other contacts to this account.
  3. In the Accounts window, click Save.