Inform Direct Support

It is easy to add new users to your Inform Direct account. You can give them access to all, just one or a range of the companies in your portfolio. What i...

Inform Direct supports 5 different user types.  1. Administrator This option is generally for directors, partners, principals or senior people within the ...

If you want to change a user type, you can follow this guide: Can I change the user type for an existing user? 1. Go to your "Account" tab and se...

Changing the a user type is very easy with Inform Direct. Note: If you want to change Third party user access see: How do I change access rights of a Th...

Principal contacts act as the main contact for any queries relating to an account. To add or remove someone as a principal contact, please select the Acco...

When you appoint a new user as a Manager there are 6 permissions that you can tailor.   1. Add and remove users and change user permissions. T...

When you appoint a new Practitioner user there are 5 permissions that you can tailor. There are 2 settings which are hard coded. Therefore, a Practitioner...

Having set up the permissions that your user will have, you then need to select the company or companies over which they will be able to exercise those righ...

Once you have given someone Third Party access to a company or companies in your portfolio you can always change this. Note: To remove their access tota...

Third Party Access is offered on a company by company basis by the administrator with the subscription to Inform direct. If you have been offered Third Par...