Manage External Users

What is an External User?

• An External User in StatStream is a user who belongs to another company but is granted access to specific features or data within your workspace.
• External users can collaborate on asset management and maintenance tasks without being part of your organization's internal team.
• They have restricted access based on Vendor/Customer roles to ensure data security and controlled collaboration.

External user added as a Vendor can perform the below operations in the assigned workspace

• View their owned asset
• Add comments on their owned asset
• Add new files & images on their owned asset & work orders
• Create, update work orders
• Work orders can be assigned to them

External user added as a Customer can perform the below operations in the assigned workspace

• View their owned asset
• Add comments on their owned asset
• Create, update work orders
• Add new files & images on their work orders

How to Add an External User

Quick guide to add an external user

1. Click on your Workspace Name to enter your workspace.
2. Go to -> Administration tab on the top right corner, then Go to -> External Users tab.
3. Click on the Add External User button.
4. Enter the Name of the external user.
5. Enter the User Email of the external user.
6. Select the Company Name the user belongs to.
7. Click on the Add User button.
8. The invited user will receive an email with instructions to join the workspace.
9. Once accepted, the external user will be added with the Vendor/Customer role.

This ensures secure and controlled access for external users within StatStream.