You can invite visiting users from outside your work group or company (for example, partners). You can then add them to workspaces, and assign them roles in your tenant.

You can also remove unnecessary visiting user accounts from your tenant.

Prerequisites

You must have the user administrator role to invite or remove visiting users.

Invite visiting users to the tenant

To invite a user and assign them workspaces in the tenant:

  1. Select Administration from the top-left navigation menu.
  2. Select Users > Visiting. 
  3. Select Invite.
  4. In the Invite visiting user dialog: 
    1. Enter the visiting user's Email address.
    2. Select a User License.
    3. If you selected a participant license type in the previous step, select a Participant Line of Business from the dropdown.
      You can select multiple lines of business.
    4. Select Next.
  5. In the second dialog, select the workspaces the visiting user can access.

Note that:

  • You must invite the visiting user to at least one workspace.
  • If you don't see the workspace, enter the workspace name in the Find a workspace field.
  • To select all the workspaces in your tenant, use the checkbox (right of workspace search field).
  1. Select the Notify visitor of workspace access checkbox
    The users is sent a notification email about their workspace access. ‌
  2. Select Save to complete the invitation.

Remove visiting user account

If you remove a visiting user account: 

  • They lose access to models in the tenant. 
  • Model data applicable to the user is removed if: 
    • A line item is dimensioned against the Users list.
    • A line item or list property uses the Users list as the format.
  • Pages they created in My Pages remain in My Pages.

To remove a visiting user account:

  1. Select Administration from the top-left navigation menu.
  2. Select Users > Visiting.
  3. Select the user account to remove.
  4. Select Remove at the top of the page.
    The removal of visiting users may take a few minutes to complete.