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.

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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.

The next step empowers you by giving you options to control the access permission that you grant.

Step 3: Fill in the officer’s details and make sure that the “Invite third party to all related companies option.” 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.

Success! An invitation has been sent.