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Granting Access to External Parties

Granting Access to External Parties

Owned by Matthew Garrett
Nov 27, 2020
1 min read

The DMS is available to all of your external suppliers and sub-contractors. To allow this you need to;

  • Configure specific Contact Roles within the platform.

  • Configure the document type permissions.

  • Invite or add the contact to the contact role that you have configured for them e.g. External Drafting Company.

  • Add the DMS - User role to the contact which will allow them to log into the DMS.

When providing external access to your DMS it is recommended that no documents are set to the DMS - User group.

You should ensure that you have reviewed all of the document type permissions so that contact roles will be able to see the documents that you want them to see.