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Managing external users (correspondence database)

Configuration Scope: Environment-Specific

This setting is environment-specific and must be configured separately in each environment (dev, test, prod). Changes here will not be included in configuration exports.

Overview

External users are added as correspondents when creating correspondence records. When added as part of the correspondence record creation, they are stored within a SharePoint list.

Finding the list within the SharePoint site

Go to Site Contents in the Brief Connect SharePoint Online site and open the External Contacts list.

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Adding a new contact

  1. Click +Add new item.
  2. Add all of the contact details for the new contact in the relevant fields.

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  1. When adding their company information, first search to see if their organisation has been added previously. If it has, select it. If it has not, add the organisation’s details first.
  2. Click Save. This user will now be searchable within the Brief Connect system when adding correspondence records.

Editing a contact

  1. Find the contact you want to edit in the list and select them.
  2. Click Edit.

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  1. Edit the details as required and click Save.

Deleting a contact

  1. Find the contact you want to delete in the list and select them.
  2. Click Delete. This contact will no longer be searchable in the Brief Connect system.

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