Manage External Users, Groups, and Permissions
EEXAR an External User is one who has been invited to Domain, they
basically have access to two Sections: the Catalog and Projects. As
Super Admin, you can
invite External Users to your Domain, but this is also possible for
standard Users with the rigth permissions.
External Users in EEXAR is not based on your Subscription plan and the number of External Users you can invite is unlimited.
Each External User can sign in to their account with an email address and
password. Every External User is
attached to one External Group.
permissions are set up at the Group level, meaning that every External Users part of a same Group share the same permissions. Also, an External User must belong to a Group, so you should start first by creating the
relevant Groups that match your organization needs.
You will see that there is also Internal Groups/Users you can manage,
these are Users meant to be employees/colleagues within your organization, we talk more
about them here
External Groups and Users
- Create External Groups that define the access permissions to the various EEXAR sections and features.
- Add External Users to Groups and invite them to access your Domain.
Manage Internal Users, Groups, and Permissions
As you proceed with setting up the EEXAR account, your next step will involve adding Internal Users and determine their Groups and permissions based on which they will perform specific tasks. An Internal User is the one who manages Records within the ...
Create and Manage External Groups
In EEXAR Software, you can create External Groups (set of External Users) to access your Domain content. External Groups can be used for setting up segmentation in your prospects, clients, partners, providers, etc. External Users associated with a ...
Create and Manage Internal Groups
In EEXAR Software, you can create different types of Internal Groups (set of Internal Users) to manage a set of common records. Internal Groups can be used for setting up team selling, product content by a group of marketing users, etc. Internal ...
Adding, Modifying, and Re-inviting External Users
In EEXAR an External User is one who has been invited to Domain, they basically have access to two Sections: the Catalog and Projects. As Super Admin, you can invite External Users to your Domain, but this is also possible for standard Users with the ...
Adding, Modifying, and Re-inviting Internal Users
In EEXAR an Internal User is one who manages Records, whether their own or those shared by other Internal Users, within the Domain. In addition to accessing the data, some of the Internal Users can perform administrative functions for the smooth ...