How to Add an External User in TeamTrace

Overview

TeamTrace allows you to add external users to a specific project when you want to give a client or other external person visibility into that project.

External users are added from within the Project settings. Once added, the user receives an email invitation.

Important: When entering the external user's email address, you must press Enter on your keyboard before assigning the access role. This is a required step.

When Should You Add an External User?

You can add an external user when you want a client or external stakeholder to have access to a particular project.

The user is added to the project rather than being added as a regular internal user.

Steps to Add an External User

Step 1: Open the Project

1. Log in to TeamTrace.

2. Go to Projects.

3. Open the project where you want to add the external user.

Step 2: Open Project Settings

1. Inside the project, go to Settings.

2. Click the People tab.

Step 3: Click Add People

1. In the People section, click Add People.

2. The Add People window will open.

Step 4: Enter the External User's Email Address

1. Enter the email address of the external user.

2. Press Enter on your keyboard.

⚠️ Important: Pressing Enter after entering the email address is mandatory. Make sure you press Enter before proceeding to assign the access role.

Step 5: Select the Access Role

After pressing Enter:

1. Provide the required access role for the external user.

2. Review the selected access.

Step 6: Click Add

1. Click the Add button next to the user.

2. The user will be added to the list.

Step 7: Finish Adding the User

After the user has been added to the list:

1. Click the final Add button to complete the process.

The external user is now added to the project.

What Happens After the User Is Added?

Once the external user is successfully added to the project, the user will receive an email.

The email allows the user to proceed with accessing the project according to the access role assigned to them.

Quick Steps

Projects → Open Project → Settings → People → Add People → Enter Email → Press Enter → Select Access Role → Add → Add

Important Reminder

The most commonly missed step is pressing Enter after entering the email address.

Always press Enter after typing the email address before selecting the access role.

Troubleshooting