External User Setup (v23.01+)

1. Maintenance main menu > User Maintenance OR Service main menu > User Maintenance.  The User Search form will open.  Note:  User will need appropriate permissions to see these menu options.
2. Click the ADD button. The Add User form will open in EDIT mode
3. From the User Type drop down menu, select EXTERNAL. The form will then only display fields relevant to an External User.  Complete all relevant fields.  Note: Q360 Contact will need to link to this user’s contact in Q360
4. Check the Active flag and Login flag boxes
5. On the Permissions tab, select all permissions this external user should have
6. Click Save
7. Return to the User Profile tab and confirm the Primary Customer (usually the external user’s own company) and Access Type listed there. Access Type may be changed at this point by putting the form in EDIT mode and choosing an Access Type from the drop down menu.  Note:  Additional companies to which an external user has access can be added by clicking the ADD button in the Access grid

Give external user project visibility:

1. On each specific Project form, click the EDIT button
2. Click on the Team / Events tab
3. Drill into a user line. The Team Member form will open
4. Click the EDIT button and check any additional desired permissions for this user and assign Project Role from the drop down menu
5. Click Save. The Team Member form will close
6. Click Save on the main Project form

Note for Project Managers:  When viewing the team member grid of a project, check the Include External Users box to view both internal and external users in the team member grid