Add Consultant Access Package

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.

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