Overview
Having all key players on the project including Third-Party users who may be contractors, vendors, installation specialists, etc will increase accountability, collaboration, and visibility among team members leading to a seamless project delivery and an enhanced onboarding experience for your customers.
User Access
Admins, Managers, and Guides can add Third-Party members to GUIDEcx or to a project.
How to Invite Third-Party Users
Add a Third-Party User to GUIDEcx
Select the "3rd Parties" tab on the far-left column menu,
Select "+Add User" and add their name and email address.
Note: The organization column is reserved for users who are also users of GUIDEcx internally and therefore cannot be edited by companies who add the external party as a 3rd Party contributor.
Inviting a Third-Party User to a Project
You can invite Third-Party users to a project by assigning them a task in the plan or adding them to a project via the "Add Team Member" button found under the team tab in a project.
Third-party members must first be added as shown in the video above before being able to select them via the "Add Team Member" button under the Team Tab.
Best Practices
Add Franchisors and/or Corporate contacts as Third-Parties to give them visibility into the multiple locations you are launching. When they log in, they will see a screen similar to the one below, showing projects they have visibility into.
3rd Party Project View:
In order to assign a Third-Party contributor to a task, change the responsibility type of the task to "Third-Party." You can also make assignments to Third-Parties on the template level!
FAQs
How to add a Third-Party user?
How to add a Third-Party user?
You can add Third Party Users to your Instance by clicking on the Company Details dropdown in the top left-hand corner of your screen and selecting "3rd Parties".
Can Third-Party members add other Third-Party members from their team to the project?
Can Third-Party members add other Third-Party members from their team to the project?
No!
How do I remove a Third-Party?
How do I remove a Third-Party?
Select the "3rd Parties" tab on the far-left column. At the far right of the new page, you will see in red, the option to "Remove Connection". This will remove them as a connection to your organization. Adversely, you can remove Third-Parties on individual projects by finding their names under the Team Tab, clicking the three horizontal dots on the top right of their name card, and selecting "Remove from Project".
How do I limit the view of a Third-Party member?
How do I limit the view of a Third-Party member?
Limit the view of a Third-Party member by finding their name card under the team tab on a project, clicking the 3 dots on the top right corner of the name card, selecting "Edit Project View", and choosing your visibility preference for this member.