Assigning third-party/vendor users (response-only users) to issue actions

Response-only users (learn more here) can be assigned issue actions. To assign a response-only user an issue action, head to the Issues & Incidents and follow the steps below:

  1. Select Register 
  2. Click on the Issue
  3. Navigate to the Overview tab
  4. On the top right-hand side click on Add Linked data
  5. Select Third-Parties
  6. Under Third-Parties click on the plus symbol 
  7. Select the Third-Party and hit the Link symbol 

Accessing and updating the Issue action

After accessing the Link Third-Parties screen, you'll see a list of all Third-Parties. Switch to 'Linked' to view those already connected, if there are any. Click the link icon beside the relevant third-party associated with this issue to establish a link. Click again to remove the link. You can add multiple third parties to an Issue.

To assign a user to an action, navigate to the Issue Actions tab (1), select the action, and then specify the relevant third-party to which the response-only user belongs in the Third-Party field (2). The third-party will then be associated with the action.

You can only link one third-party to an issue action.

While on the Overview modal of a selected Issue action, you can select the Action Status, Due date, Assignee as well as upload an attachment or leave a comment under the Comments tab for your colleagues.

Please note, once an assignee has been added the user will then receive an email and will be able to log in, access and update the issue action.