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select visible resources / tabs in the setting "Project - Resources available for external users in projects".
and add these users to the "Project external" user group..
provide access for external users to ONLY absolutely necessary data in the system otherwise (Manage and Better). To limit access to data outside the project rooms in Manage and Better, contact us and we will help you set this up correctly. It is not a customization that affects upgrades.
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External users will automatically be given access rights to all local data (Local in PR) within the individual project room that they are invited into, provided the setting allows this. This table shows the different accesses an external user has depending on the setup:
Resources / tabs in project room | Type of resource | Only member of the "Project external" group” | Read permission in Manage | Change permission in Manage |
Process map | System(Manage) | Not visible | Readable | Readable |
Tasks | Local in PR | All rights | All rights | All rights |
Control points | Local in PR | All rights | All rights | All rights |
Document/delivery plan | Local in PR | All rights | All rights | All rights |
Document | Local in PR | All rights | All rights | All rights |
Cases | System(Better) | Not visible | Readable | All rights |
Objectives | Local in PR | All rights | All rights | All rights |
Requirements | Local in PR | All rights | All rights | All rights |
Risk | System(Risiko) | Not visible | Readable | All rights |
Favorites | System(Manage) | Not visible | Readable | All rights |
My projects | System(Project) | Access | Access | Access |
Project card | System(Manage) | Not visible | Readable | Can be edited |
In other words, an external user may need to have read and/or edit access to the System in order to be able to see/edit data located in the System (outside the project room), but we can limit access to these.
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