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How can I allow someone outside my org to see only the reports on a specific project and nothing else

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How can I allow someone outside my org to see only the reports on a specific project and nothing else

Answer. Invite them to your Zipier, then add them as an observer to the project.

You can allow someone outside your org to see only the hours worked on a specific project (and nothing else) by:

  1. Invite the outside person to your Zipier account at Menu > Person > Invite person.
  2. Choose the projects you'd like to share.
  3. Go to Project > Members > Observers.
  4. Add the outside person as an observer to those projects.

When the outside person logs in, they'll only be able to see reports in the projects they're an observer on, and nothing else.

Updated: 23 Jan 2018. Keywords: restrict, share, invite.
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© 2018 Zipier Ltd. All rights reserved. www.zipier.com/help/Projects/How_can_I_allow_someone_outside_my_org_to_see_only_the_reports_on_a_specific_project_and_nothing_else