Add Consultant Access Package

Owned by Support (Unlicensed), created
Last updated: Aug 31, 2023 by Gabrielle Fuchs
1 min read

Consultants or external parties can be set up with select read/write access to certain sections of OneOffice, for a specific contract.

  1. While in ‘Administration’ select ‘Packages'.

  2. Install the ‘Consultant’ package.

  3. Within the contract menu, the ‘Consultants’ tab will now show.

    1. If the Organization is not provided in the organization list and they have a ConneX account follow these instructions.

 

External access for consultants require that they be setup on Connex in order for the user(s) to utilize a ConneX login for access