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Internal and External users

Internal Users

Internal users are members of your team that are within your company. They will be able to see administrators, other internal users, and external users in the User's Page. They do not have the same rights as an administrator in terms of account administration and management. 

Internal user permissions: 

  1. Create and share boards with users and guests.
  2. Create and share projects with users within the team.
  3. Invite users to join the team. More instructions in this Users Page.

Team_Invitations.png

  • Only after Admins approval

Administrators will be asked to confirm that the new users can join the license. Please note, a request for adding an internal or external team member will first be sent to the administrator of your team. Once the administrator approves it, then the invitation will automatically be sent. Inviting a new user is billed as per your current plan.

  • Internal users can invite without Admin's approval

This means the administrator of your team has allowed internal users to add new users to the team without additional approval. Inviting a new user is billed as per your current plan.

This means that internal users can increase the costs associated with your account. Learn more in our Billing FAQs

 

External Users 

External users are members of your team that are external to your company, such as:

  • clients
  • suppliers and vendors
  • partners
  • students

External users will only be able to see administrators and internal users in the My Contact's Tab. They will not be able to see other external users unless they are working together on the same board or have been added to their contact list.

External user permissions: 

  1. Create and share boards with users and guests.
  2. Send invitations on the board level only. This means external users may invite team admins and internal users to every board directly or team admins / internal users may create the project and invite external users.
  3. External users are not able to add users to projects.

Invite_Team_members_to_a_board.png

Note: The team option including internal or external users is only available for professional accounts.

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