- Using SafetyCulture
- Actions
- Assign actions to external personnel via email
Assign actions to external personnel via email
Learn how to assign actions to people outside your organization via email on the web app and the mobile app.What does it mean to assign actions externally?
We understand there might be times when you need to assign actions to people outside your organization, like contractors, who don't have SafetyCulture accounts. To keep things simple for them, you can assign actions using their email address. Once assigned, they'll receive a link via email to view and update actions directly.
Please note that external assignees are limited to updating action statuses and adding comments and media attachments. If you want external assignees to collaborate beyond just actions, you can invite them to your organization as SafetyCulture users.
What you'll need
Assign an action via email
Select
Actions from the menu on the left-hand side.Click the "Assignees" dropdown menu and select
Users. In the “Give access by email” section, click Give external access.
In the pop-up window, enter the full email address of the external personnel. For example, "john.doe@safetyculture.com".
Click Give access and click Done.
Click Create or Save. This notifies the person via email.
If you're editing a recurring action, select This action only or This action and all future actions in this series and click Save changes
Open the mobile app.
Tap
Actions at the bottom of your screen.In Details, tap
Add assignees or the existing assignees.In the search field, enter the email address of the external personnel. For example, "supportau@safetyculture.com".
Select the email address in the list and tap Done at the upper-right of your screen. This notifies the person via email.
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