Managing external users

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Community Platform

You can invite external users into your runZero instance, where they can view the organizational data you make available to them. External users are useful for consultants, value-added resellers, and managed service providers who want to share runZero data with partners and clients.

If you are a superuser, you can invite any user with a runZero account to join yours. They receive the invitation by email. After they accept it and sign in to runZero, a new menu next to their organization switcher lists every client they can access, including yours.

If the person you want to invite has no runZero client account, they need to sign up for one before you can invite them as an external user. A free runZero Community Edition account qualifies.

External users appear only on the External users page, separate from your other user lists. They sign in with their existing credentials and switch between the clients and organizations they have access to.

Inviting an external user into your account

  1. Go to Your team > External and click Invite external users.
  2. Choose the default role the user gets in all organizations.
  3. Enter the user’s email address. The user must already have a runZero account.
  4. Customize the user’s access per organization. When the global and per-organization permissions conflict, runZero grants the higher one.
  5. Add a custom email subject or body if you want. The default template tells the user you have invited them to your account and includes a link to activate the invitation. The sender is your name and the subject line is “Invitation to join [client] by [your name].”
  6. Send the email.

Once they activate the invitation, they can sign in to runZero, switch clients, and view your organizational data.

Switching clients and organizations as an external user

External users with access to another account see a client switcher (a client dropdown menu) next to their organization switcher at the top right of the runZero web interface. Changing the client changes the organizations they can access and view. The account that granted them access decides which organizations and permissions they have within that client account.

Removing an external user from your account

Removing an external user takes away their access to your data, and they can no longer choose your client. Go to the External users page, select the user account, click Remove user account, and confirm. The user returns to their primary client account and can no longer reach your runZero data.

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