Converting a Company User to a Third Party User

How to remove an existing company user from your company’s record and reactivate them as a third party user type.

About this task

Some companies may have mistakenly created company user accounts for what should be third party users (e.g., compliance consultants or lawyers that are not employees of their company). SES allows you to convert those users to third party users by temporarily removing their company user account and then reactivating them as third party users.

Procedure

  1. Click Manage Users on the homepage.
    Company Management pane on SES home page
  2. Click the Company Users tab.
  3. Click the hyperlinked name of the user that you want to change to a third party user.
  4. Required: Copy down the user’s email address. You will need it when you re-add them to the system.
  5. Click Remove User.
    Remove User Screen
  6. Click Remove User again on the confirmation message that appears.
  7. Click Confirm.
  8. Navigate back to the Manage Users screen from Step 1 above.
  9. Click the Third Party Users tab.
  10. Click Create Third Party User.
    Create third party user button.
  11. Enter the user’s email address that you copied in Step 4 above.
  12. Confirm the following message appears: “The email you have entered already exists for an inactive user in the system [user’s email address]. This user account will be reactivated upon completion of this form.
    Note: The name and information of the user automatically populates.
  13. Enter the Organization Name for the user.
  14. Check the box for the Third Party field.
  15. Click Reactivate User.
    Reactivate third party user

Results

The user is now listed on the Third Party Users tab and has been successfully reactivated in the system.