Guest Access

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.

1. PROJECT PORTAL
   • POSTS - documents posted in project portal (sections)
   • COMMENTS - comments with label show in portal
   • DOCUMENTS - list of project folders with rights see . Each team member with guest access can have set right to see documents in folders. The right is set individually for each project folder.

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
3. click 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.

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.

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 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.
2. save.