I have a few questions after trying to set-up clients as external users. I only give them access to records assigned to them on two different sheets under the “Clients” menu.
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On a listing page, how do I select which version of the sheet is opened when the external user clicks on it? Right now when they click on a link their browser tries to open the sheet that they have no permissions for, instead of the version of the sheet that they do have permissions for. I know how to select a different sheet for subtables, but this is a link on the listing page.
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How do I disable the Tools button for external users? I don’t want them having any access to those options… only the action buttons that I have created.
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How can I select the search field options on the left hand side of the browser window in advance so when each external user account is created, they just have the options on the left that I want them to be able to use for searching?
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In their personal settings, external users can “set/notify Deputy.” What is that for? And when they click on it, they can see and select from a listing of every other internal and external user in our system. Of course I don’t want my external clients to see the names of my other external clients, or any of my external suppliers. How do I turn this off?
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I don’t really want my external clients to be able to change their name either. If every client is able to change their name whenever they want, we will quickly have a hard time knowing who is who. Is there a way to deny access to their personal settings and/or preferences?
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Can I remove the notifications bell and link for external users since they have no notification options anyways?
I am trying to clean the browser interface as much as possible. My goal is to simplify everything as much as possible for external users. Honestly, the interface is a bit confusing for new users, and the more complicated it seems to them, the less they will use our system. They aren’t employees that we can sit down and provide extended training sessions.