There may be times when you have purchased additional licences for your third-party organisations such as subcontractors. Here is an article on how you can create an organisation, invite a third-party administrator administrator and manage their subscription allocation.

To add a third party organisation

A - Click add new third-party organisation (subcontractor)
B - A new row will appear to edit
C - Third-party organisation name
D - The lead contact including email address - The lead will receive an email to invite them into the software once this record is created
E - Number of licences e.g. users you wish to allocate
F - Number of assessment/plan areas you would like them to have. For example; if you have a third-party organisation/subcontractor who needs two assessments, one for digital another for accounting then you will need to allocate 2 areas
G - Once the record is complete don't forget to save
H - Click to Mandate templates (this is an additional feature)


Important note - You will be able to see the third-party organisation owner on your users page. Please do not enable client owner permission unless you want to third-party organisation owner to see all Users in your database








If you have the subscription which allows you to mandate templates to your partners please read this article

Updated on: 03/02/2023