Requesting to Add a Third Party User to a Supervisory Activity

How a company lead requests to add third party users (TPUs) to a supervisory activity (SA).

Before you begin

About this task

The Primary Company Lead on an SA can request to add a Third Party User (TPU) as a participant on an SA in SES. This request must be reviewed and approved by the agency examiner in charge (EIC) and all agency team leads on a multistate SA before the third party user can be added as a participant.
Note: Company leads can add third party users directly to SAs started prior to May 31, 2026. The requirement to request the addition of third party users only applies to SAs started after May 31, 2026.

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 Request to Add Third Party Users button.
  5. Complete the Reason for Request text entry field.
    Note: The EIC sees the information entered here as part of the request.
  6. Click the Send Request button.
    • The request is sent for review by the agencies conducting the SA.
    • You receive an email notification when the request is approved.

What to do next

After receiving approval to add the TPU to the SA, the company lead can add them as a participant on the SA.
Note: See Adding a Third Party User to a Supervisory Activity for more information.