External User accounts are password authenticated accounts with limited platform access. External User accounts are recommended when working with external vendors and where internal team members are authenticated with Single-Sign On (SSO), e.g. Okta or Azure.
This feature is opt-in and must be enabled by an organization Admin before External Users can be invited to your organisation.
💡 Note: We suggest you have an understanding of Role types and data model access in Altruistiq before inviting team members. Click here to read Manage user roles and access.
Requirements
You must be an organisation Admin to enable and/or use this feature
You must be an organisation Admin to invite new Users to your organisation in Altruistiq
External User Authentication & Permissions
External User accounts are always password authenticated, even when your organisation uses an identity provider (e.g. Okta, Azure) for other users.
External Users can be assigned to any non-Admin Role type, and their access can be restricted to certain Business Units similar to internal Users.
Allow External Users in your organisation
To setup External Users, you must first setup your Single-Sign On (SSO) Authentication settings.
Once this is complete, you can then click the option to "Enable inviting external users who log in with credentials".
Invite an External User to your organisation
First navigate to your "Manage Team" page, in the top right menu. This page will have some small changes to how it is usually setup:
You will be able to toggle between Internal Users and External Users in the Users table
The "Invite Users" button will now be a dropdown, allowing you to choose to invite a new Internal User or External User.
2. Click the Invite users dropdown menu and select External User. This user will be invited with the Email and Password authentication method
3. Follow the same invitation experience to send an email invitation, choose the Role of the External User and tailor the email with a custom message. Full details of this are in Inviting team members to my organisation
Remove an External User from your organisation
Your can remove External Users from your organisation in exactly the same way as any other User. There is a full guide for this here.