Add or remove a third party software user

Teams that use third party software to access NEXDOC are called ‘client groups’. If someone in your team uses third party software, you’ll need to add them to your client group in NEXDOC. 

To add someone to your client group: 

• you must have an Export Service account linked to NEXDOC
• you must register as a client group administrator
• the person must have an Export Service account linked to the relevant business. 

You may need to invite the person to act for the business if that has not already taken place.

Add someone to your client group 

Follow the steps to add someone: 

1. Sign in, opens in a new tab to your Export Service account.
2. Go to ‘Businesses’ and select the business.
3. Select ‘Export systems’.
4. Select ‘Access NEXDOC’.
5. Select ‘Manage client groups’.
6. Under ‘Manage members’ select ‘Change’.
7. Find the person and select ‘Edit’.
8. Find the relevant client group and select ‘Join Group’. 

Remove someone from your client group 

Follow the steps to remove someone: 

1. Sign in, opens in a new tab to your Export Service account.
2. Go to ‘Businesses’ and select the business.
3. Select ‘Export systems’.
4. Select ‘Access NEXDOC’.
5. Select ‘Manage client groups’.
6. Under ‘Manage members’, select ‘Change’.
7. Find the person and select ‘Edit’.
8. Find the relevant client group and select ‘Leave Group’.