Third parties

Third parties are external organisations that supply non-employee resources. Users are associated with third parties to aid management of the users and apply lifecycle rules against users associated with a third party.

Creating third parties

There are some sample third parties already defined by default within UMT. To create a new third party to suit your own requirements, click on the “Add third party” button:

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This will bring you to the add third party page. Fill in the details for that third party:

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Third party attributes

Attributes

Description

Third party name

Unique name for third party.

Third party description

Additional details about the third party.

Status

Whether the third party should be available for assignment to users. If a third party is disabled, all users associated with the third party will also be disabled.

Contact name

The name of the representative of the third party.

Contact email

Contact email of the third party representative.

Contact phone number

Contact phone number of third party representative.

 

Third party type administrators

Users with selected role are the administrators of this third party, allowing them to create and make changes to users of this third party.

Third party start date

Start date of the third party.

Third party end date

End date of the third party.

Video demonstration

Best viewed in full screen