You can create a profile with the permissions you want so external users have limited access.
Follow these steps:
Go to Administration > Users and Profiles.
On the Profiles tab, click Create Profile.
Assign a name to the new profile (for example, "External consultant").
Select the modules the user should be able to view and check the Read option.
Save the changes.
Keep in mind:
Custom roles allow you to control what each user can view or modify.
Each user can have only one assigned profile, but it can include multiple permissions.
Need help?
If you're not sure which permissions to assign, contact us through support and we'll help you set it up.
🤖 This article was translated using artificial intelligence. View original article.