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Business Workspace

Last Update 9 months ago

Using Two-Factor Authentication (2FA) Trust this device User Permissions External Users

External Users

Dan

Last Update 9 months ago

Collaborate with clients, managers, masters, pursers. 


Invite External Users to specific vessels to efficiently manage your vessel and crew data.

To add an External User:
  • Go to the Overview / Details section of the appropriate Vessel
  • Add an email address to the External access section on the right hand side of the Vessel page, click the Invite button


New External Users will have 'Read only' access by default, to change this click the drop down button next to the External User and select 'Write'


External Users can only be added by super-users

FAQs

What can External Users see and do?

New Users:If an External User is new to Crewdentials, they will be taken through the sign-up process and create their own free to use Crewdentials Workspace.


Within this Workspace they will have access to all vessels and linked crew that they have been granted access to.


Existing Crewdentials Workspace Users:If the External User already has access to a Crewdentials Workspace, then shared vessels and linked crew will be visible within their own Workspace.


Existing Users will be auto-logged out after receiving an invite. After logging back in, the shared vessels and linked crew will be visible.

Notifications

External Users will not receive Workspace related notifications, nor daily summary emails, relating to the vessels and crew they have been linked to.

Read access

External Users with read only access can view:
  • Vessel details
  • Vessel documents
  • Vessel AIS position
  • Linked Crew personal details
  • Linked Crew documents
  • Linked Crew notes (in Overview / Details section)

External Users with read only access cannot view:

  • Reports (reports can be run, but will not contain any shared data)
  • Linked Crew financial details
  • Linked Crew contractual details (other than role, status, start, end)

Write access

External Users with write access can view, edit, action:
  • Vessel details
  • Vessel documents
  • Vessel AIS position
  • Linked Crew personal details
  • Linked Crew financial details
  • Linked Crew emergency contact details
  • Linked Crew contractual details
  • Linked Crew documents
  • Linked Crew notes (in Overview / Details section)
  • Invite Crew
  • Generate documents

External Users with write access cannot:

  • Link crew to the shared Vessel (this can only be done by users on the other Workspace)
  • View Reports (reports can be run, but will not contain any shared data)

Vessel list

If the External User has added vessels to their own Workspace, they will be able to tell the difference between their vessels and vessels they have been granted external access to:

Crew list

If the External User has added crew to their own Workspace, they will be able to tell the difference between their crew and the crew that are linked to vessels they have been granted external access to:

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