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 Third Party Users can be added to your Gateway portal from the Site Settings > Users menu. You will need Lender Admin permissions to access this menu. ***Every account needs a different email address. Two accounts cannot share the same email address on your portal***

To add Third party users to your site:

• Click on your profile icon in the upper right corner of your portal

• Select Site Settings

• Go to Users menu

• Click Add User

  • Set the User Type as Third Party

  • Enter First name

  • Last Name

  • Email

  • Set the User Type as Third Party (if not previously done)

  • Click Send Invite
• An invitation will be sent to the User to register

• Users name will appear in the user menu once they have registered on the portal

• After the user is added, you will be able to assign them to applications in Ventures. You can find instructions for that here. Once they are added, if you want to allow a third party the ability to upload a document, you can follow the instructions here, they must be assigned to the application first following the instructions at the previous link.