External
Use by External Members
manz
Last Update před 4 lety
You can add your Clients and Contractors as External Members in Jumppl. This feature is available in the module Team and Group.
If you click on Teams & Groups in the menu, following screen will appear. It has folders for Team Members, Externals, Groups and Client Portals.
By clicking on Externals you can view your listed Clients and Contractors. Additional External Members can be added by clicking on the button Invite External.
When you click on the button Invite External, a new screen for adding the External Members pops up. After completing fields of Email, Title, Company Name, and choice of adding the members in exiting Client Portal or existing Groups, click the button at the bottom Send Invitation. This will include the invited Member in the Members group.
The Screen with added new Members is as under. The External members have limited access and are marked as Externals or an E for the others to recognize them. External members can be limited to the Client Portals, and you can include them in the Main Portal by adding them to a Group, as required.
