How to invite a third party to multiple companies

Inviting a third party to multiple companies works really well for the officers and directors of a company. It is a quick and easy way to save time and grant such individuals, access to all the companies that they are related to on InfoDocs.

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

Follow these easy steps to Invite a third party to multiple companies:

Step 1: Head under the Directors tab and select the relevant or desired officer.

Step 2: Proceed to Actions and select Invite Third Party.

Step 3: Fill in the officer’s details and select the “Invite third party to all related companies icon.” However, you have the discretion to de-select this option as well as manage the access permission that you grant to either View-only access or to Edit access.

Step 4: This will send an email to the user to log in to access your portfolio.