Table of contents:

• Adding an external service provider
• External authorization information
• External users and admin privileges
• Disabling external authorization

Adding an external service provider 

1. Navigate to "Company" > "Admin” > "External Authorizations"
2. Click "Add"
   
   
    

External authorization information

1. In the Company ID field, enter ”bterrellgroup”
2. Choose "Services" from the "Access type" dropdown menu 
3. You can enter a "Description" if you wish, but this isn't a required field
4. Enter an expiry date in the "Expiration Date" field. The date must be within the next 90 days.
   
   
    

External users and admin privileges

You have not completed the steps to provide the implementation team access. Now you need to ensure the admin level is correct for the External Services user.

1. Navigate to "Company" > "Admin" > "External Users"
2. Click "Edit" next to the external Company ID
3. Click "Full" under "Default admin privileges for new services users"

4. Click "Save" on the top right of your screen

   
   
   
    

Disabling external authorization

1. Navigate to "Company" > "Admin" > "External Authorizations" > "Edit"

2. Choose "Disabled" from the "Access" dropdown menu