Your system comes with 3 free user licences for non-users such as external auditors (to access the platform for accreditation audits) or IT administrators (to access the platform for managing API keys). This article shows you how to do this.
Setting up an External user account requires administrative permissions. Learn more
User permissions available to an external user account
| Create and edit users, roles, and teams |
| Edit system settings |
| Edit system configuration |
| Edit API keys |
| See all meetings |
| See tabs: All tasks, All, Schedule, Archived and Closed |
| Export lists |
| Download files |
Note: The above permissions are not granted by default. They must be granted to the account either via a role or setting the user permissions (see below)
Adding an external user account
- Switch to Admin mode via your account menu.
- Select Users from the Administration menu.
- Click Create user
- Under User set up
- Licence type: External user
- Status: Active
- Fill out the User contact details
- Fill out the User account details
- Username - set the user name
- Password - must contain at least 8 characters with a combination of upper and lower case letters, numbers and at least one special character
- Role - Assign the user to a role. For example you may have created a role to manage the permissions of an external auditor or an external IT account.
Note: You can choose not to select a role and manage the permissions of the user individually.
- Permissions - review the default permissions as assigned by the role, or if you have not selected a role, grant the appropriate permissions of the role.
Note: Role-based permissions can be overridden by denying the permission in the user's account. - Save your changes.