Adding partner users

Manually add users in existing external entities.

  1. From your account access rights, select External Entity Management.
  2. In the External Entities menu, select an existing external entity partner.
  3. To add a user, click the Add icon.
  4. In the Add Users dialog box, specify these required details:
    • First Name
    • Last name
    • Email Address
  5. Click the Save icon.
  6. To verify the added user, select Admin > Manage Users.
  7. From the Users tab, browse and double-click the name of the added user.