Inviting Stakeholders to View an Entity Profile

  1. From the entity profile select the button “Add Stakeholders”

  2. Fill in data fields

      1. Add email address
      2. Role
      3. Name
      4. Address, city, state, zip
      5. Check the send invite box
      6. Select which rights the invited Stakeholder will be given
  3. View Rights will allow the Stakeholders to only view documents on the system and the basic entity information.
    1. Edit Rights will allow the stakeholder to upload, download, update entity information.