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External Users How to Create a New Pathways AccountObjective To provide a detailed procedure for external users to create a new account in DGS Pathways.Step Action 1 Click the link to visit the DGS
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01
Identify the purpose of inviting external users.
02
Gather information on the external users you want to invite, such as their names and email addresses.
03
Access the user management system or platform where you can add external users.
04
Select the option to add or invite new users.
05
Enter the gathered information for each external user in the designated fields.
06
Set appropriate permissions and roles for each external user based on their needs.
07
Review the information entered for accuracy.
08
Send invitations or notifications to the external users informing them of their access.

Who needs external users - how?

01
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External users refer to individuals or entities that are not part of an organization but utilize its information, services, or products. They can include customers, suppliers, investors, and regulatory agencies, who may need access to specific data or reports generated by the organization.
Typically, organizations that engage with external parties, such as publicly traded companies, financial institutions, or service providers, are required to file information pertaining to external users as part of regulatory compliance or operational transparency.
Filling out information for external users usually involves gathering relevant data that needs to be reported, ensuring accurate and comprehensive input in designated formats, and submitting any required forms to regulatory bodies or maintaining them for internal records.
The purpose of recognizing and managing external users is to ensure effective communication, fulfill legal obligations, enhance customer satisfaction, and support strategic decision-making by providing insights into market needs and organizational performance.
The information that must be reported regarding external users can include user demographics, interaction history, feedback, consent for data usage, and any relevant compliance documentation. This ensures that the organization meets legal and operational standards while being accountable to stakeholders.
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