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Overview

External access applies when a person outside your Organization is given access to a Property or Project. An External is not a member of your Organization. Their access comes from the Property roles or Project roles assigned to them.

How External access works

An External with Property or Project access can:
  • Be invited even if they are not part of any Organization.
  • Be assigned access without receiving a Global role in your Organization.
  • Hold Property roles, Project roles, or both.
A person does not need to belong to an Organization to be assigned a Property or Project role.

Quick decision guide

  • External Property access: assign a Property role.
  • External Project access: assign a Project role.

How to invite an External to a Property

An External can be given Property access by inviting them directly to a Property role using their email address.
1

Open the Property role

Open Roles within the Property, select the role level, then select the Property role.
2

Add members

Open the Members tab and click Add members.
3

Enter the External's email

In Recipients, enter the External’s full email address and press Enter.
4

Add members

Click Add members.