Limiting external users to a single project.

Landi May 11, 2024

I am trying to set up a project with an external vendor and want to limit their access to seeing only the projects that they will be working on. I have read many posts but most require complete re-configuration of our setup which is not possible in the short term. I can't be the only admin who is in this situation - is there a simple method to set this up? any help is very appreciated!

thank you


1 answer

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Jehan Bhathena
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May 11, 2024

Hi @Landi ,

The unfortunate answer the main question "is there a simple method to set this up?" : No :-(.

Although what's the fun in a simple setup, adding my suggest approach below:

* Update all the current permission schemes to allow "Browse" and "Create" access only when the user is added to a group. You can name this group "Internal" or what ever may suit your use case.

* Create a new permissions scheme for the project that will have the "External" users, allow the previous "internal" group here too, along with that add a Project Role called "External Users" to allow browsing, this way you can control who gets added to the project to that specific role.

A detailed explanation and approach is mentioned in the below article :

While this may seem overwhelming at first, it is not that bad once you get the hang of it. Your use case is pretty common, and the article gives one of the best approaches we can take (plus it's tried and tested).

Hope this helps.


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