External Users
External Users are your authenticated clients and customers who need a secure way to log in and interact with your team or their specific projects:
Typical Roles: Client contacts and dedicated customer accounts (e.g., a brand manager at Coca-Cola logging in to check on their account).
Scope of Access: Restricted exclusively to client-facing features. They can safely collaborate, submit requests, or view progress specifically related to their own organization's data.
Below is the list of accessible system components for external users:
The above list of system components are directly related to the scopes selected for this user. A user can have one or more of the above enabled for them.
Scopes
By design, external user accounts are highly restricted. When an external account is created, they are limited to scopes validated by the system's external allowed scopes protocol and are typically assigned a default set of external scopes.
Depending on their specific needs, an external user will generally rely on the following scopes:
- UI & Profile Access
ui:read: Allows the user to load the interface, menus, and theme configurations.self:write: Allows the user to update their own profile, avatar, and password.
- Forms & Submissions
forms:read: Grants access to view dynamic forms assigned to them.forms:submit: Allows the user to submit form data and upload files.
- Assets & Files
store:read: Allows the user to view client-facing folders, assets, and shares.- (Optional)
store:write: Allows the user to upload or modify files in their designated folders.
- Activity Tracking
assemblies:read: Allows the user to view task statuses and workflow history tied to their account.
Views
Due to the restrictive nature of External Users, some views may look different in nature than what a typical Internal User would see. Keep this in mind when sharing or comparing views between parties.