Adding a Third Party User to a Supervisory Activity

How to add a third party user (TPU) to a supervisory activity (SA).

Before you begin

About this task

After receiving approval to add a third party user (TPU) to an SA, the company lead can then add them as a participant.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Participants.

    Participants command on the Supervisory Activity menu
  3. Click Add Participants.

    Add Paticpants button
  4. Click the Red X remove participant icon in the Add Participants section.
  5. Click Add Third Party User.
  6. Select the desired third party user from the drop-down list.
    Note: See Supervisory Activity Specific User Rolesfor more information on the permissions available to TPUs added as participants on an SA.
  7. Click the Add Participants button.

Results

The third party user is added to the supervisory activity.