Consultants or external parties can be set up with select read/write access to certain sections of OneOffice, for a specific contract.
| Info |
|---|
If the Consultant package is not currently installed |
...
a user with the Admin role can install the package by going to Admin > Packages, and in the search field type ‘consultant’. Click ‘install’. You will now see a ‘Consultants’ section in the Contract Menu. |
To Add a Consultant to a Contract:
...