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How can I identify the Third-Party an external user is associated with?

Written by Mandi Kleinmeyer

Updated at October 20th, 2022

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            How can I identify the Third-Party an external user is associated with?

            Master Data Admins can view related parties by either searching for the External User under Individuals or by searching for the Third-Party under Organizations.

            First, navigate to Admin from the left menu and click on the Master Data Management tile on the right.

            Next, click the Individuals tile. 

            Within Individuals, click on the Third-Party tab. Use the Search Box, if needed, to locate the relevant External User and click on the name to open up their profile. 

            In the profile, scroll to bottom to find Related Organizations and click View Profile.

             


             

            To search under Organizations, click the Organizations title from the Master Data Management screen.

            Within Organizations, use the Search Box, if needed, to locate the relevant External Organization and click on the name to open up their profile. 

            In the profile, scroll to bottom to find Related Organizations and click View Profile.

            affiliation third-party

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