External users are treated the same as Google Apps users, with the exception that they will not be able to perform Google Apps specific actions like adding Google Docs, or syncing contacts and calendar items with Gmail and Google Calendar.
First choosing an Insightly URL
In order to use this new functionality, an Insightly administrator first needs to set a unique Insightly URL for external users to navigate to and log in. To do this, go Settings > 'Insightly URL'. Settings is the small gear icon in the top right corner of Insightly.Your Insightly URL must contain only the characters A-Z or a-z, the numbers 0-9, or the hyphen character. No spaces are allowed and it must be at least 5 characters.If you change your Insightly URL, it's up to you to tell all your users the new URL so they can continue to access Insightly.
Inviting External Users
After setting up your URL, you will be able to invite new users by specifying their first name, last name, and e-mail address through Settings > Users.The invitation email sent to the new user will include a special link that they can click to enter in a password and they will be logged straight into your Insightly. For them to login again in the future, the user will need to type in the Insightly URL you have chosen, and they will be presented with a login screen to enter their email address and the password they set.
Do we pay for each user? Can we restrict what each user can see?
ReplyDeletecan we just provide a READ access.. at the most commenting access..
ReplyDeletethe user/group permissions in insightly has lot to be improved [RWX]
The functionality of controls and deleting/editing could really use some improvement.
ReplyDeleteExactly... Do we have to pay for the external users?
ReplyDeleteI was hoping for this feature just as a mean for my customers to see progress and stuff... how will the accounts work?
Can we limit their access just to specific projects?
ReplyDeleteI agree. One of the really great features of Project Management is the ability for clients to see progress on their projects.
ReplyDeleteAnother feature I like is to NOT allow clients to see who worked on their project. For example we are making a website for McDonalds. I have the contract. I am billing $500 to MickeyD's for the new site.
I want to have a project with a task list that Ronald can see how we are doing. But I don't want him to know that my kid brother is doing most of the work.
I also don't want my brother to see who my client is or the contact info.
That is a cool feature.
Then I have other clients that I don't care if they know who is working on a project.
Thanks again!!!