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Adding an External User

External User's are people who need access to your information, but aren't directly on the site's rota or payroll.

Written by Matt Taylor
Updated over 2 months ago

External Users are people who need access to your information but aren't on the rota or payroll, such as off-site management and off-site accountants.

To add a new external user to Opsyte:

Go to the Staff section in your sidebar, then click "Manage Staff".

1. Click "External User"

2. Enter their details below.

3. Click "Invite User"

4. Select their permissions

5. Click "Save Permissions".

6. Select the user's restrictions by clicking on "No Access", "Read Only" or "Read/ Write"

7. Click "Save".

Your new user will need to click on the link within the email invitation to join Opsyte, this will allow them to create their password and log in.



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