Categories
COMPANY

How to edit a third party

Third parties allow you to share access to individual companies. This option works particularly well for directors, shareholders and other stakeholders who you would like to grant edit or view-only access to.

Log in to your InfoDocs account here. If you don’t already have an account, you can sign up for a free trial.

Once logged in, search for the company you would like to manage and click the row or View icon. From the Dashboard, click the Company tab and then click View Third Parties.

From the View Third Parties page select the Edit option located under Actions.

From here on you can change the User Details as well as the Access Permissions to View-Only or Edit access. If you are happy with the changes, select Save.

Success! You have just edited your third party.

Leave a Reply

Your email address will not be published. Required fields are marked *