External Users

Updated 1 month ago ​by Peter Grant

External users are entities or individuals who do not participate in running or managing the business, you can add external users to your platform and grant them specific permissions.

How do i add an External user?

Click on your name in the top right corner of the platform, then click on "Company Settings"

In the company settings menu to the left click on USERS

Next click on "NEW PERSON", enter the name and email address of the user and the press the blue "CREATE" button.

Once your User has been created you can view their Basic details which include the Training hours and Permissions for the user.

How do i set permissions for the user?

To set permissions for your user click on the EDIT button in the top right corner.

Then press the blue button on the right side of your chosen user.

In the new window to the right, scroll down and click the drop down box named "No permissions selected"

Choose the profile permission and press END to save

To learn how to create profile permissions click here Permissions

How do i delete a User?

To delete a user, Click EDIT

Then tick the check box of the user you wish to remove, on the right side.

Then press the "REMOVE" button in the top right corner.