- 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.
We understand there might be times when you need to assign actions to people outside your organization, like contractors. We've simplified this process so external assignees can easily update actions without having a SafetyCulture account. They can update the status, comment, and even add media to provide more context.
What you'll need
Take note
External assignee can only update the action status and add comments and media attachments, but not view the inspection report.
External assignees are notified via email of the actions they're assigned.
If you want external assignees to collaborate beyond just actions, learn how to invite people to your SafetyCulture organization as users.
Assign an action via email
Select Actions from the menu on the left-hand side.
Click the "Assign to users, groups or email" or "Assignee" dropdown menu and 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.
Open the mobile app.
Tap Actions at the bottom of your screen.
Tap Details at the upper-right of your screen.
Tap Assign to user or email... or the existing assignee.
In the search field, enter the email address of the external personnel. For example, "support@safetyculture.io".
Select the email address in the list and tap the tick icon on your screen's upper-right.
Open the mobile app.
Tap Actions at the bottom of your screen.
Tap Details at the upper-right of your screen.
Tap Assignee… or the existing assignee.
In the search field, enter the email address of the external personnel. For example, "support@safetyculture.io".
Select the email address in the list to assign and tap Done at your screen's upper-right.
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