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How do I collaborate with someone outside my company?
How do I collaborate with someone outside my company?

You can easily invite your partners, subcontractors or any other external person to collaborate.

Chris Rohrbach avatar
Written by Chris Rohrbach
Updated over a week ago

To collaborate with someone outside your company, you must first create an external account for them via the network settings. Only network administrators have the ability to create accounts.

💡 Administrators can also change a user's account to allow them to create external type accounts.

Once your external has joined your network by setting his password, you can add him to the members of a workspace. This person will then have access to the workspace tasks and meetings he/she has attended. You can also define the access rights of this person from the moment he/she appears in the list of participants of the meeting.

Only moderators of a workspace can manage its members. To add an external user to a workspace, the moderator must :

  1. Go to the workspace in question

  2. Click on Members at the top right of the screen

  3. A window opens, click on Add a member and enter the name of the external user.

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