How To Add An External User

There may be times when you need to progress works within Fixflo but the party you may want to progress the works with is not a contractor or landlord and they are instead, someone like the local council.  You can simply add them to Fixflo and begin to progress the works. 

If you need to add an external user within Fixflo all you need to do is go to People > External Users. Once here you just need to click on the 'Add external user' button at the top of the page. 

After this, you will be asked to fill out the following information for the external user:

It would be best to select your main point of contact at the company you will have listed as an external user. After you've put all the necessary information you just need to click on the 'Save' button. 

Once you've clicked on save you will see the external user in your list. 

You will now be able to select them for works that have raised. If you wish to find out how to allocate works to an external user please follow this guide here. 

If you want to archive an external user please take a look at the following article here.