Identifying External Users within your Brightidea system is simple! If you've invited external parties to access specific Initiatives, they are flagged in the system as External. Find out more details below!
Table of Contents
- External vs. Internal
- Enabling External Users
- Importing External Users
- Flagging Users as External through Self-Registration
- Viewing External Users
- Important Notes
External vs. Internal
When working with users who are engaged from outside your organization, it's best to ensure that you keep these two distinct groups of users properly organized.
- External users are members considered ‘outside’ of the core organization. While external users can be invited to participate in similar activities as internal users, they may not have the same level of access as a core user within your organization.
- Internal users are members of your core organization. While each individual internal user may have varying degrees of access to areas, their permissions are, by nature, less restricted than those of external users.
Enabling External Users
Since External User permissions are not enabled by default, you'll need to contact your Customer Success Manager to enable this feature for you.
Importing External Users
After External Users have been enabled in your system, when utilizing the User Import template found within the People Pillar of the Setup Wizard, you will now see a new column when adding users. This 'External' column will flag the users as external as they are entered into the system.
Marking the column with 'Yes' marks the user as External. Leaving the column blank will mark the user as Internal.
Flagging Users as External through Self-Registration
If you plan to have External users register themselves rather than be imported, Admins can enable the setting Flag new users as external within their Site Setup.
To enable the setting, navigate to Site Setup > Access > Security. Once the option is enabled, all new users who register through your site will be flagged as External.
Viewing External Users
The easiest way to determine whether a user is External or Internal is to navigate to the People Pillar and check the External column. This column can be sorted for an easier view of users and is accessible to all Administrators.
Important Notes
- Other than flagging External users in the system, there are no differences between External and Internal users.
- These users will have the same End-User permissions when accessing your site.
- Right now, there is no functionality to restrict Initiatives by 'External' flagged users.
- You will still need to utilize domain/group restrictions to control user access.
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