If you are the Company account owner, go to Company administration and then click on External advisors. There are two options here:
- Add an existing advisor
You can give access to an advisor that is already in the database. Simply click on the Add existing advisor button, enter the advisor's email address and click Assign. You can always unassign an external advisor and this way control who has access to your data.
- Request advisor access
You can request that a new advisor has access to your data. To do that click on the Request advisor access button and enter the details. The request will be reviewed by The Contractpedia Team. If it is approved you will receive a confirmation email and the external advisor will receive a welcome email. If the request is not approved you will also receive an email.
Invite your External advisors get help to manage your contracts and optimise business processes.