External Users#

External users are users who do not have an account on the Employees tab (for example, an external accountant).

../../_images/external-users.png

Adding an External User#

  1. Click Add User:

    ../../_images/external-users-add-1.png
  2. Enter the first name, last name, and email.

    ../../_images/external-users-add-2.png
  3. Click the newly created user, then go to the Authorization tab and assign the permissions or roles you want the user to have.

    ../../_images/external-users-add-3.png