External users don't have direct access to the system, but can interact with it through external tools, applications, web-portals etc.
User management
Accessible from Main Menu → Settings → User Management → User Management
Selector "User Type:" should be in "external" position
Here you can:
- see the list of the user
- edit users
- add users
- delete users
- assign permissions group
Double click to open the user settings
Please make sure to assign user to specific Customer/Employee/Supplier (* entry should be created before creating the external user)
If it is required to link to multiple enteritis - like several customers (on functions that support that feature) - you can sen multiple in users list:
For some features you will need to assign external users to specific groups to enable/disable access to some features (like view and upload documents, view list of invoices, etc.):
If you system setup with multiple companies (offices) you can set access to external user only to specific companies in user profile and additional offices:
