Whether you are a professional or business owner, InfoDocs has a number of user access features to help you to collaborate with your team or create visibility for your company records.
There are three ways to add users to your InfoDocs records;
- From the Company tab: Invite anyone to view/edit the selected company
- From Directors and Shareholder tab: Invite Directors / Shareholders to view selected or all related companies
From the Company tab:
If you are looking to share with either your client or the professional managing the selected company records.
Step 1: Select the company from your profile, go to the Company tab and click, View Third Party.
Step 2: Select Invite Third Party and proceed to fill in the name, surname, and email address. Select whether you would like to give that person Edit access or View-only rights and click Invite.
Step 3: The user will receive an email from InfoDocs prompting them to sign up and log in to see the records.
From the Directors and Shareholders tab:
If you would like to give a director or shareholder access to the company records with the option to include all the related companies on the portfolio or just the company that is selected.
Step 1: Select the company from your profile, go to the Director or Shareholder tab and click the individual that you would like to give access. This will take you to a window that summarizes the directorship or shareholder details, on the right-hand side click, Invite Third Party.
Step 2: Fill in the name, surname, and email address. Select whether you would like to give Edit access or View-only rights. Select the checkbox if you would like to include access to All Related Companies and click Invite.
Step 3: The user will receive an email from InfoDocs prompting them to log in to see the records.