What is an Outside Collaborator?
An Outside Collaborator is a special role in LodgeiT designed for external users who need access to specific clients or work within your organisation without full access to your team or broader business information. They only see and work on what is explicitly assigned to them.
How to Add an Outside Collaborator in LodgeiT
1. Access Team Settings:
- Go to the main account settings by clicking the Gear Wheel (main settings)
- Select Teams to manage your user and collaborator access.
2. Invite an Outside Collaborator:
- Within the Teams section, choose to Invite Member.
- Enter the email address of the external user to invite.
- Assign the role Outside Collaborator for limited access.
3. Send Invitation:
- Send the invitation to the collaborator.
- The recipient will receive an email to accept the invitation and set up their access.
4. Manage Outside Collaborator Access:
- Once accepted, you can manage their permissions similarly to other team members but limited to their assigned scope.
- You can always revoke or modify their access under Team management.