Adding an external user to an organization

There are many instances in which it would be useful to invite an outside person, such as legal or financial advisors, marketers, board members, consultants, and more, to join members of your team to work together on a specific deal, project, or topic. How can you do this within KnowledgeNet without giving an outsider access to the rest of your proprietary information?

The answer is to add them to your organization as external users. External users have limited access and are only able to see the messages that they've been sent and/or the rooms to which they have been invited. All other private and public rooms, accounts, and contacts will be invisible to them.

The first step toward bringing external users into rooms is for someone with Administrative status to add them to the organization.

To add an external user to an organization:

1. Open the Admin Settings menu by clicking on the drop-down menu in the upper right-hand corner of the home screen.

2. Click on Users to open that tab, then click on the blue button labeled "Invite User."

3. Enter the person's email address and name. Open the drop down box and uncheck "User" and "Deal Team." Leave "Distribution List" checked. Check the box next to "External User." Close the drop down box and click "Save."

The individual now appears on your list of approved users with External User status.

You may continue additional external users, one at a time.

Users within your organization can now invite these external users into private rooms. The step-by-step how to on inviting users into private rooms can be found in this article.