Add an external role account

Steps

1. Click External in the top navigation bar. 

2. Select Role accounts in the drop-down.

3. Click New.

4. Fill in the first name, last name and email of the intended user.

5. Select the role of the intended user from the drop-down menu.

6. Click Create, the role account is enabled and opened in Edit mode. 

Edit an external role account

Steps

1. Click External in the top navigation bar.

2. Click Role accounts in the drop-down.

3. Click the role account you want to edit, the Edit role account page opens.

4. Make the intended changes.

5. Click Update.