Enhancing JobTracker with External Users Business Goals Allow - PDF document

3/21/17 Enhancing JobTracker with External Users Business Goals Allow non-employees to view acFvity statuses on jobs under their Account(s) Learn how external users work in conjuncFon with CounterGo Account users So#ware Goals Define & save an external view Create an external user and associate with an external view Test the external user/view Sample External Views 1

3/21/17 Create External View Step 1: create an external view & save view Step 2: create external role to 9e Views together 2

3/21/17 Create External User Step 3: create external user, assign Account(s) & Role Test External User & Views 3

3/21/17 EXTERNAL USER – Setup Instruc9ons hHp://help.moraware.com/ar9cle/55-external-users-roles-for-dealers-and-builders 4