When you want to hire colleagues or subcontractors who will carry out the work for your company, but at the same time have all documentation available in serviceprotocol.com, you can connect them as an external resource.
An external resource only sees the information you have assigned to the resource, normally the assigned work orders, information about the customer and the facility.
An external resource cannot create its own orders.
Cost
The cost of one (1) license for external resource is € 25 / month. By adding an external resource, you approve the extended charge per month.
Add a new external resource as follows
- Sign in with the admin account.
- Go to Group settings, click Add new external resource (at the bottom of the page).
- Fill in a username for the resource. The username must be a valid e-mail address.
- Read and accept the user license.
- Click Add New User. The external resource receives an email with the account details.
- Now you can set which permissions the user / resource should have in the system. The permissions that are not relevant at all for an external resource are obsolete and therefore not eligible.
- Save the changes.
If you have many external resources, you can create a template for the settings. Read more about permissions templates, at the bottom of the page Create templates.
Inactivate / activate external resources
You can see which external resources you have added under Group settings > Users. A external resource is marked with the word (external) after the user. Example: name.name @ oo-software.com (external)
If you want to inactivate an external resource, click on the username and select Inactivate. By inactivating the license for the external resource, instead of deleting it, you keep all documentation of work performed.
You can see which inactive external resources you have at the bottom under Group settings> Inactive. We do not charge for a inactive account.
If you want to activate the account again, click on the username and select Activate.
