How to Add Third Parties to a GIC Transaction
Navigate into your transaction page
Click into the People widget or the People tab and select Add
Toggle from Client to Third Party
Enter the information for the person you are adding
When typing in the email, if this person has never created a GIC account before, click the +Create that appears under the email. This will generate a user profile for them so they can create a free account.
Add their name and select their correct identity.
Send the invitation
Click Send and they will receive an email to join the transaction and set up their free GIC account.