To collaborate with someone outside your company, you must first create an external account for them via the network settings. Only network administrators have the ability to create accounts.

💡 Administrators can also change a user's account to allow them to create external type accounts.

Once your external has joined your network by setting his password, you can add him to the members of a workspace. This person will then have access to the workspace tasks and meetings he/she has attended. You can also define the access rights of this person from the moment he/she appears in the list of participants of the meeting.

Only moderators of a workspace can manage its members. To add an external user to a workspace, the moderator must :

  1. Go to the workspace in question

  2. Click on Members at the top right of the screen

  3. A window opens, click on Add a member and enter the name of the external user.

💡 Other related articles:

Add a user

What are the rights of an external user in a workspace?

Types of users

The users page

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