If you're working on a project with other parties (eg. subcontractor, client, verifier), there will be times where you want to share information such as photos and forms, that you capture, store and process in Dashpivot.
Traditionally this would be done via email, phone calls, text messages or meetings face to face. However, with Dashpivot there's an easier way to share information with other parties, as we have a dedicated user type for this scenario: Dashpivot Visitor Users (check out that article to learn about that user type and the permission options available)
How to structure folders to support 3rd party access
While access can be provided by inviting an external user as a Dashpivot Visitor, that person will gain access to a specific folder. So you may want to review the way your project's folders are organised, to maintain control what kinds of information is accessible.
We recommend structuring your folders in a way which separates information internal and external.
Setup your project folder
Within the project, create a team folder for internal information only
Add the relevant templates to this team folder
Add the relevant internal users to this team folder, as Dashpivot Contributors
Within the project, create a separate team folder for information you want externals to be able to access. We suggest naming this folder based on who its for eg. 'Client team' or what it is for eg. 'Quality team' so your internal employees don't get these mixed up.
Add the relevant templates to this team folder
Add the relevant external users to this team folder only, as Dashpivot Visitors
Add the relevant internal users to this team folder, so they can access both internal info (as per step 2), and the info available to external parties (step 3)