External users are the employees of your customers, who are using the Customer Portal. They can log in to the Customer Portal and communicate with your company by using the Ticket System. External users have only limited access to the data of the system. In this section you have to define accurately, to which data they should be granted access.

Create external user

External: Check the box to specify the customer as an external user.
Address: Assign the user explicitly to a customer address. Use the button and select the appropriate entry from the list.

For more information on how to use the search, see "Search for Objects".

Read permission/write permission: Assign the customer access to certain addresses in the "Read permission" and "Write permission" fields. These can each be granted for several addresses (e.g. different sites of the customer). Use the button, click on the address lines in the list and confirm your choice via the button . The right "Addresses" from the basic rights also applies! For the associated machines, the right "Machines" from the basic rights applies!
Contact person: A link between the user and a registered contact person of the customer is established with further details. The right "Contact person" from the basic rights also applies!
Person responsible: You can specify one or more groups (Support/Service or similar), as well as concrete system users, who shall be responsible for the tickets of this external user. The user is only allowed to send tickets to one of the groups or users specified. Select the appropriate entries individually from the drop-down list. To make the selection easier, enter the first letters of the user or group.
Type of ticket: Define the type of ticket which the portal user is allowed to create. Open the drop-down menu and click on the ticket types.
Restrict customer status: Activate the checkbox to limit the ticket statuses which the user is allowed to use. In the following field 'Ticket status' you enter the types of status the user is allowed to apply.
Ticket status: By clicking on the respective items from the drop-down list, you can select the statuses of tickets which are to be available for the customer.

Save the newly created account of the external user by clicking the button.