Musíte být administrátor, abyste mohli založit nebo pozvat nového uživatele.
How to add an External Collaborator in Aptien
- Go to Administration and select the "External Collaborators" menu (previously "Guests")
- Click "+ Add External Collaborator" and follow the options below
- Save your settings
Share selected items with external collaborators
- An external collaborator is someone outside your company—typically a vendor or a customer.
- An external collaborator has access only to the extranet, where they can see only specific items (for example, a project) that you have granted them access to.
How to do it?
1. Enable external collaborators to access records
- To share records with external collaborators, an administrator must first enable “Guest invitations” in the Extranet settings for the specific register. If this is already enabled, continue as follows:
- Open the record you want to share with a collaborator, go to the sharing menu, and select “Share with collaborators.”
- Click the plus button next to “Add collaborator.”
- In the dialog, start typing the collaborator’s name.
2. Share the specific record with the collaborator
Where will an external collaborator have access after being added?
An external collaborator will only see information for the shared item. They will not have access to anything else beyond what you explicitly share with them. Additionally, an administrator can fine-tune exactly what guests can see and do.
- Which item details are visible
- Whether they can create tasks or if creating tasks is restricted
- Whether they can add attachments to tasks or if that is restricted
- Whether they can create notes or if that is restricted
- Whether they can add attachments or if that is restricted
- Which notifications the system automatically sends to their email