External user permissions

You can invite colleagues and external users alike to Pyrus. This makes it easy to collaborate with employees in your own organization or any other organization. By default, the external users only see the person who invited them, and can assign tasks to this person only.

The external user’s permissions depend on the role assigned.

Below we describe the different access levels that can be assigned to an external user invited to a task, a list, or a form.

Member in a task

Users with member permissions see other participants, as well as their comments and attachments on the task page. Members can leave comments and attach files to a task.

Users with member permissions can assign tasks only to the users who invited them.

Task list administrator

An administrator sees all tasks and sublists in the list available to him or her. A user with administrator permissions can manage the list and share it with others.

Task list member

A task list member sees all tasks and enclosed lists in whichever list is made available.

Member in a form

A member can create new requests in the form. Members can only see the tickets they’ve created or the ones they’ve been added to directly.

A member can assign tasks only to the administrator of a form.

Member in a role

A member in a role sees the tasks of all users in the same role, and can assign tasks to them. If you created a role that includes all your colleagues and added an external user to this role, the external user will be able to assign tasks to any employee of the company.

Member in a form workflow

A member sees all requests available according to the workflow settings. He or she can create new requests and assign tasks to administrators, managers, and guests of the form.

Users from different organizations can’t assign tasks to each other, even if they’re members of the same workflow. There’s one exception: if they are in the same role, they can assign tasks to each other.

Form administrator

An administrator sees all requests and can edit them or create new ones. He or she can edit form settings.

An administrator can assign tasks to everyone: other administrators, managers, members, and guests of a form, as well as users added to the form workflow.

Manager with restricted access to a form

A manager with restricted access only sees the requests he participates in or has requested availability for, per the workflow settings.

A manager with restricted access can assign tasks to everyone: other administrators, managers, members, and guests of a form, as well as to users added to the form workflow.

Guest of a form

A user with guest permissions sees only requests in which he participates or have been made available to him according to the workflow settings. A guest sees only external communication: through email, Facebook, Telegram, and the like.

A guest can assign tasks only to the form administrator.