Managing external companies/users

You can manage ALL the external users from the Manage external users section,
The screen is spilt into 2 sections.
On the left side lists ALL the companies registered in the system
 
On the right is the Company information. Expand the section to see the company info
 
The Users section lists all the users in
 
  • If the Full Name is highlighted in green then that user has active projects that they are currently working on, you can see the active projects by clicking the edit icon and then select the active projects tab, if the user has active projects then the user cannot be deleted until you have removed then from all there active projects by clicking the delete icon.
  • If the Full Name is highlighted in red then the user has been deleted and you cannot undelete the user, they are also hidden from normal view and only accessible when the Show Deleted items checkbox is checked.
  • If the Full Name is highlighted normal black colour then they have no active document and can be deleted.
     
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Copyright Remy InfoSource Pte Ltd 2020