External Users (Sharing webapp access)

Functionality

External Users enables clients to allow access to their Digital Fleet webapp account to users associated with a different Digital Fleet webapp account.  This can be useful for clients that have multiple Digital Fleet webapp accounts and would like to share access across them.

Prerequisites

• The user accepting the invitation must have a Digital Fleet account.
• The user enabling the External User access, must be a Client Admin.

Configuration

• Settings --> Profile Management --> External Users
• Select +Add User in the top right corner of the Profile Management page.
• You will be prompted with the Invite User modal and asked to enter an email address.
  • The email address does not have to be an email address associated with a Digital Fleet account, but the Invitee must have an account with Digital Fleet.

• Select "Send Invite" and the user will receive an email invite with a link.
  • The link will expire in 24 hours.

• The Invitee (External User) must be logged into their current Digital Fleet webapp account before clicking the link.
• After clicking the link, they will be prompted to Accept the invite.

• Once they accept the invite, they will be able to use the "Switch Client" feature, available in their Profile icon, to switch between the Digital Fleet webapp clients.

• Once a user accepts, the Client Admin will need to add a Role or Roles to the External User.
• Roles can be added to an External User by accessing the External Users page in Profile Management.
• Use the Controls wrench to configure the Role/Roles for the External User.

• Any available Roles can be assigned.  No other user details will be available to view.
• External Users cannot invite other users, even if they are granted Client Amin privileges.