- From the entity profile select the button “Add Stakeholders”
- Fill in data fields
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- Add email address
- Role
- Name
- Address, city, state, zip
- Check the send invite box
- Select which rights the invited Stakeholder will be given
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- View Rights will allow the Stakeholders to only view documents on the system and the basic entity information.
- Edit Rights will allow the stakeholder to upload, download, update entity information.
- Edit Rights will allow the stakeholder to upload, download, update entity information.