]project-open[ makes it quite easy to integrate external users in Business Processes. External users might be accountants of your clients clients that want to get an overview of financial documents issued or Freelancers that are working on projects and that require access to general Project Data and Collaboration Tools such as the "Forum" or the "File Storage"
External users are usual members of either the pre-configured "Customer" or "Freelancer" group. In the default set-up users that belong to these groups have very limited access to the system.
Following we provide instructions and best practices on how to configure your system to allow external users access to some of the ]po[ functionality.
Switch back and forth between the two browsers to monitor the impact of your changes. Keep track of your changes to ensure that you can always roll back the changes you did.
Configuring your ]po[ System in a way that stakeholders get exactly the right level of access permissions can be a challenging task. The Online documentation has been extended considerably and provides quite some support. However, ]po[ is powerful tool that is capable to cover a lot of aspects of business operations. It therefore comes with a sophisticated and relatively complex access permissions system that requires some study time in order to be understood completely.