How to set up Guest users in your account ? How to use the Companies app ?
This FAQ explains how to set up Guest users in your GroupCamp account and how to use the Companies application.
Users of type "Guests" are people external to your organization or company (customers, partners...). Guests access the same GroupCamp interface as your colleagues but with limited features and privileges.
A user that has been identified as Guest needs to belong to a specific Company.
In this article :
- Set the Guests feature
- Companies Application & settings
Check if the Guestst feature is not activated. To enable this feature, go to the Admin panel.
click on the Users icon, then click on the Guests tab.
Check the box "Use the "Guests" feature".
Using this feature automatically activates the Companies application which can be found in the Directory menu.
Decide in which type of groups your guests will have access.
Decide who can create, update and delete guests in your account.
Decide who can update and access to guests preferences
Decide who can export all guests and companies in a Excel file.
Visibility privileges of data displayed in the Information panel
Set visibility settings
In the Admin panel, click on the Companies icon.
In Directory menu, you can access the Companies app.
Click on the Pen icon to Edit a company.
To invite new guests to join your GroupCamp account, click on the + button.
In the window Create guests, use the + Enter tab to manually enter the name, email and company of your invited guests.
The Company field allows you to select an existing company, you can also add a new one if you have the privilege to do so.
The Online services button situated on the left sidebar will allow you to browse through your Google Contacts and select the contacts you wish to invite and join your GroupCamp account. For more information, please read How to add Google Contacts as Colleagues or Guests in your GroupCamp account