10.02.05 External Users

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10.02.05 External Users

External users are typically external to the organization and, as a result, are much more limited in their access. External users are often created for those users who are required to approve time information and review report data on behalf of a Client.
External users can be assigned as a representative/approver for projects associated with the client. Client approvers can approve timesheets in which time is entered into the client’s projects (client approver sees only the entries of their projects).
System administrator can setup [External Users] through [Admin Options] > [External Users]

Adding New External User:

An administrator can add new External User through below steps,
  1. Click Admin Options at the top right.

  1. Click External Users icon under Organization Setup.
  1. Click + Add External User green button at the top right.
  1. In the Add External User screen that appears, enter:
    1. Enter the name of your new External User’s Email ID.
    2. First Name and Last Name
    3. Set Password and verify the same in the next box
    4. Select the Time Zone from the Drop-Down list
    5. Select the Client from the Client Drop-Down of which this External User represent
    6. Now click the green Add External User Button.

Editing External User Detail:

  1. Click Admin Options at the top right.
  1. Click External User icon under Organization Setup.
  1. Click Options with Gear Icon against the External User you want to Edit then click Edit User Button.
  1. External User Popup will appear, where you can change the External User detail.
    1. After making changes, click Update External User Button.

Disabling Existing External User:

  1. Click Admin Options at the top right.
  1. Click External User icon under Organization Setup.
  1. Click Options with Gear Icon against the External User you want to Disable then click Edit User Button.
  1. In the Edit External User screen that appears, where you can:
    1. Click No under the Disabled caption. It will be changed to Yes.
    2. Click Update External User button.

Deleting the External User:

  1. Click Admin Options at the top right.
  1. Click External User icon under Organization Setup.
  1. Click Options with Gear Icon against the External User you want to Delete then click Delete Button.
  1. Click OK on the Popup message for confirmation or click Cancel if you do not want to delete. 
Article ID: 48, , Modified: 3/24/2021 at 12:51 AM

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