How to invite 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, register for a free trial.

Step 1: 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.

Step 2: After you have selected the View Third Parties option, click on the Invite Third Party located under Actions.

Step 3: Complete the Third Party Details and choose the Access Permissions. After completing these details simply click Invite.

Success! You have just added a Third Party.