To share a specific case with someone who does not have a Clearance
account, without allowing them to search or view other cases, you can invite this person as
a guest.
What you should know
A user can be either a guest or regular user. Guests cannot perform searches in the
system and cannot access the Configurations menu. Regular users
have full access but can only access the Configurations menu if
they are part of the Account Administrator group.
If you are a regular user inviting a guest
user, do the following:
In the Permissions section,
click
> Invite guest user.
In the Invite guest
user window, enter the email address and name of the
person you want to invite, and click
Invite.
If you are a regular user inviting a guest
user that has a Clearance account, do the following:
In the Permissions section,
click
> Invite guest user.
In the Invite guest
user window, enter the email address and name of the
person you want to invite, and click
Invite.
Select the users that you require from the list and click
Add.
If you are a guest user inviting a guest
user, do the following:
In the
Permissions section, click
> Invite guest user.
Type the email address of the guest user that you want to share the
case with.
Click Invite.
The person's email address is displayed in the
Permissions section for the case, and an email
inviting the user to join Clearance is
automatically sent.
(Optional) Specify an expiration date for the guest user's access to the
case.
The default is Never expires.
Note: You cannot specify an expiration date for a guest
user with Manage permissions.
Under the guest users name, click Modify the expiration
date ().
Clear the Never check box and enter an
expiration date or use the calendar picker to choose a date.
Click Modify to confirm the changes.
(Optional) If needed, modify the user's access permissions to the case, and
then click Save.
An email is automatically sent to the user, inviting the user to view the case
details. After activating their account and logging on to the system, the user will only
have access to the case that they were invited to view.
Example
After you finish
When you invite a guest to view a case, the system automatically creates a user
account for the guest, with the Type field set to
Guest. From the Configurations menu,
you can access the user account to edit all of the fields as needed.