The External Members side panel consists of several sections where you can view or edit external member details and information. These sections include:
- Login Status
- Access Groups
- Organizations (orgs only)
- Custom Fields
To access an External Members side panel for a specific member, go to Network > External Members, and then click the Name.
The External Members side panel header contains the member name and their time zone. If you have Custom Branding enabled, the color of the header will change to match the left navigation color. You can click Close (“ ”) or press Esc on the keyboard to close the side panel.
In the Details section, you can view the member Role, Email address, and Company information. To assign or change an external member’s role, select an option from the Assign a Role drop-down.
The Login Status section allows you to control whether or not an external member can log in to the Kantata account or not. If you prefer to only use the external member for Resource Center tracking purposes and don’t need them to log in to make changes to any projects, we recommend that you leave the Allow user to log in box unchecked.
In this section, you can add the external member to an access group by selecting an option from the Custom Access Groups drop-down menu. To learn more, see the Access Groups article.
Select the department(s) and region(s) you would like this member to access (orgs only). For more information, see our Apply an Organization to Account Members help article.
This section displays all the User Custom Fields—previously created by Account Administrators—that you can apply to the external member, if applicable.
To learn more, see the Custom Fields Overview article.
This section displays the previously created skill(s) and related proficiency levels that are currently assigned to the external member.
Account Administrators or Managers—if granted permission—can add additional skills for the external member by clicking the Edit Skills link and then the Add Skills button.
Account Administrators can create new skills or edit existing ones in Settings > Skills. To learn more, see the Skills Overview article.
- Talent Network Overview
- Managing External Partners and Members
- External Members Side Panel Overview
- Resource Center Overview