Help Center

How to add an external user

Actionspace allows to organize collaboration not only between your company's employees listed in your corporate Active Directory, but also to include your contractors, service providers and other external parties into your workflows. We call them external users. External users licenses have a limited functionality

To add external users, you need to have administrator rights.

  1. Click on icon  in the upper-right corner of the screen and select Control Panel. Administration page opens.
  2. On the Administration page, locate the External users block:

  3. Click Add external user, specify the basic information about new user (email address, first name, last name, job title), choose the type of external user you want to assign to him and click Save.
    There are three types of external users:
    • Creator Only: can create and approve tasks and projects, comment on them, and view and add files.
    • Completer Only: can receive tasks (via assignment or delegation), work on them, complete them, comment, view and add files.
    • Creator and Completer: can assign tasks and projects as well as complete tasks assigned to him.
    PLEASE NOTE: unlike Creator Only and Completer Only licenses (which are free), Creator+Completer external user licenses are charged as a regular user licenses.

  4. The user will get a welcome email with the subject "You have been added to Actionspace", and a link to the website where the user will have to change the password.

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This year, to support teams and companies striving to improve their teamwork efficiency and achieve higher business results, Actionspace offers a 20% discount on all 12-month packages.

To get the discount, use promo code PRODUCTIVITY at checkout.



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