You can now add external users to a project and allow them to independently create shifts and invite talents for their own projects. This can be enabled during project creation or added later to an existing project setup.
Availability & conditions:
Available only for ongoing projects
Available only when a Customer is selected
How to enable self-service access
How to enable self-service access during project creation:
Start creating a new ongoing project.
Select a Customer.
At the bottom of the form, enable Allow self-service access.
Select contacts from the existing customer contacts list or add a new one using Add new.
⚠️ Important: An email address is required when adding customer contacts for self-service access.
How to enable self-service access for existing projects:
Open the project view.
Click Share in the top-right corner of the project.
Enable Allow self-service access.
Select contacts from the existing customer contacts list or add a new one using Add new (email address is required).
External contacts with self-serve access are displayed in the top-right corner of the project view. Hover over the avatar to see the name.
Project access & permissions:
External contacts can view all existing shifts in any status.
They can:
Create new shifts
Edit timing of shifts they created
Remove shifts they created except for the shifts in Assigned, Unfulfilled, Completed and Cancelled statuses
Invite talents
Edit the invitation message
Enable or disable SMS notifications
Define whether talents can select shifts to accept
Restrictions:
External contacts cannot:
Create new projects
Access aggregated calendar view
Access Tasks page
Open talent profile pages
Edit or remove shifts created by other contacts
See the created tasks on the shifts' level.
Task creation:
When a shift is created, the system automatically creates a task with the type Assign talents (self-serve).
These tasks can be easily filtered by the project team by taks type or by Created by column.
Assigning external contacts across multiple projects
When an external contact is added to multiple projects, they receive an email notification each time they are added to a new project. Following the link in the email opens the project view directly. Alternatively, contacts can access all their assigned projects from the Dashboard.