Guest Access

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Guest access

  • Guest user can not edit, delete documents or comments. He/she has read only access.
  • Guest users are not included in the licence. They are free.
  • Guest user can be any user that is not member of main 4PM organization (owner of the license).
  • If you wish to expand the user rights of an user, normal access should be enabled. Organization must be marked as partner .

Guest user access rights

  1. PORTALS - a list of active projects that guest user is team member. A list includes basic project data: project name, duration and project manager.
    Access portals list.png
  2. PROJECT PORTAL
    • POSTS - documents posted in project portal (sections)
    • COMMENTS - comments with label show in portal
    • DOCUMENTS - list of project folders with rights see 10.IkonaOko.jpg. Each team member with guest access can have set right to see documents in folders. The right is set individually for each project folder.

Project portal.JPG

Guest access can be set-up here:

  1. project / team
  2. tab access

Guest access set-up for project team members

  1. edit project team: client, sub-contractor, supplier...
  2. team member without active access have icon Ikona Worker off.gif
  3. click Ikona Worker off.gif to open form for guest set-up with persons name, family name and e-mail.
    • select 'GUEST ACCESS
    • new fields appear:
      • user name - default value is user's e-mail, but you can chanege it.
      • password
        • automatic - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated.
        • manual - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
  4. save.

Access guest project.JPG Access guest project 2.jpg

Guest access set-up

  1. enter new person to 4PM (RESOURCES / PERSONNEL > person > access rights)
  2. go to the tab ACCESS / USERS / ACCESS INACTIVE and find new user.

Access portals list.png

  1. click the NAME to open form with data of the user: name, family name, e-mail.
    • select 'GUEST ACCESS
    • new fields appear:
      • user name - default value is user's e-mail, but you can change it.
      • password
        • automatic - 4PM sends new user e-mail with instructions for access activation, link for new password set up and PIN number for password confirmation. E-mail is valid 24 hours. If new user does not activate his/her guest access to 4PM, the e-mail becomes invalid. In this case, the activation steps should be repeated.
        • manual - enter user's user name and password (it must be secure enough). No e-mail with access data is sent to 4PM user.
  2. save.

Access basic automatic.jpg Access basic manual.jpg