Sharing individual timelines or whiteboards with external clients or stakeholders
It is very easy to share timelines or whiteboards with people who are external to your organisation. In the Collaboration Menu, click "Share" and then "External". This opens a window called "Share your workspace" with the a form in which you need to fill out information about the external stakeholder:- First name
- Last name
- Email address: to receive the link to the workspace
- Telephone number: to receive the text message
- Permission to edit: if checked, the external stakeholder may edit the workspace
The reason that this information is necessary, is because the external stakeholder will receive a link via email and a password via text. They can use this to create a Juristic user which will give tham access to the timeline or whiteboard.