Enhancing JobTracker with External Users Business Goals Allow - - PDF document

▶

Jun 27, 2023 217 likes •277 views

3/21/17 Enhancing JobTracker with External Users Business Goals Allow non-employees to view acFvity statuses on jobs under their Account(s) Learn how external users work in conjuncFon with CounterGo Account users So#ware Goals Define & save

SLIDE 1

3/21/17 1

Enhancing JobTracker with External Users

So#ware Goals

Define & save an external view Create an external user and associate with an external view Test the external user/view

Business Goals

Allow non-employees to view acFvity statuses on jobs under their Account(s) Learn how external users work in conjuncFon with CounterGo Account users

Sample External Views

SLIDE 2

3/21/17 2

Step 1: create an external view & save view

Create External View

Step 2: create external role to 9e Views together

SLIDE 3

3/21/17 3

Step 3: create external user, assign Account(s) & Role

Create External User Test External User & Views

SLIDE 4

3/21/17 4

EXTERNAL USER – Setup Instruc9ons

hHp://help.moraware.com/ar9cle/55-external-users-roles-for-dealers-and-builders