Adding an external user from a contact
Adding an external user from a contact |
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To add a new external user, click on the arrow next to the
On the screen that will be opened, use the search filters to locate the contact more easily: their name, e-mail or the company to which they are linked.
Once done, click on the
At this point, the system will display the external user data screen, filled out with the data of the selected contact. Note that the Company field will be displayed completed by the system and cannot be edited.
Refer to the Adding an external user section for a detailed description of the completion of the fields in the external user data screen.
Save the record after the necessary configurations. |
button and select the 
toolbar button on the selection screen. Select the desired contact in the list of records of the bottom of the screen. Save the selection after that.