Summer services update
This means that Contractors using the new Survey application will now have read-only view of all the Firm’s surveys, including those they are not assigned as an enabled user.
Instead of making an external user a Contractor to your firm, enable them as a user to the appropriate datasets. This will set them up so they only have access to work on those specified dataset. The CSD reference(s) will appear in their My survey tab, on their My Work page.
What to do
- Open up the survey you want to enable the contractor on.
- Select the Enable users icon on the Workflow control bar.
- The Enabled users panel will open. From the Enabled users panel, select the External users tab.
- Search for the external user (contractor) by entering their surname and then given names in the Search by name field.
Note: The list of compliant user names will be filtered as more characters are entered into the search field.
- Select the name from the filtered list of users to add them as an enabled user on the dataset. The external user will only have access to work on this specified dataset. The CSD reference will appear in the External user's My survey tab, on their My Work page.
- Complete the above steps on each of the datasets you want the contractor to have access to.
