Create an External Member

This article helps you to create and edit external users.

1. Create an External Member as a Contact

To do this, switch to the Contacts module and go to New and Create External member in the gray-shaded main menu bar.
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A new window opens, enter the user information here and then switch to the second tab External addresses.
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To save the external user, select Create in the action bar.

 

Info:

For more information on this topic, see the article "User Settings"

 

Note:

Attachment checkbox

Activated: You will receive all files as attachments. (Note: This can lead to large amounts of data in the corresponding mailbox and should not be set if there are restrictions on the amount of data in the company mailbox).

 

Deactivated: You will receive a download link for all files in the message. If necessary, the documents can also be downloaded with one click.

 

Important:

As a result, the user does not receive login information to the project platform. To create a login, please get in touch with thinkproject or project main contact person. (You can usually find contact details in the info boxes).

2. Edit and Change External Members

To adjust the data of external users, select the External filter in the Contacts module in the Members area.
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Use the “▼” symbol to next the member to select Edit . You can change the user information in the window that opens. To apply the changes, select ">> Save" in the action bar.
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Screenshots are used as an example. The interface of your platform can look different, but the process remains the same.

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