In the initiatives center, you can allocate restricted collaborators to participate in projects. This article answers the most common questions about how to configure this feature and what the view will be like for these collaborators.
What is a Restricted Collaborator?
A restricted collaborator is a user who is granted permission to track and complete tasks or KPIs assigned to them within a project. This user may be from your company or external to it.
How to Register a Restricted Collaborator in the Tool?
The process to register a restricted collaborator is the same as for other users in the tool. To grant access, select the "External User" option. Click here to see the detailed registration process.
How to Allocate a Restricted Collaborator to My Project?
- In the project modal, go to the "General" tab.
- Find the "Project Permissions" field.
- Add the desired user in the "Restricted Collaborators" section.
After adding the collaborator to your project, it's essential to assign them to the tasks and KPIs they will work on.
How Do Tasks and KPIs Appear to the Restricted Collaborator?
Once added to the project, the external collaborator will be notified about their participation. Their view will be restricted to only the tasks and KPIs assigned to them. See below what their view will look like:
Conclusion
Configuring external collaborators in the tool is a simple process that can increase efficiency and collaboration in your projects. Be sure to follow the steps described to ensure collaborators have proper access to their assigned tasks and KPIs.
If you have any questions or need further assistance, don’t hesitate to contact our support team. We are here to help!