External members are people who need to create applications on behalf of a client/recipient.
Eg. You work with company ABC and requires 20 people at this company to share with you their information using Clust. Company ABC has hired a person in charge to taking care of submitting this information on behalf of each employee.
This person would be the external member. Instead of having them create 20 applications and navigating between 20 different interfaces using passwords for each employee application, you can just give them access to the member portal.
How to add an external member?
- Create an external member
Go to 'My Company'>External members' and add manually the list of point of contacts who need to access a member portal.
2. Assign their applications to a folder
Once you've added an external member, click on the little gear next to the external member to organize applications they create into a specific folder.
3. Share their credentials
Send to them their credentials (email & access code)
⚠️Click on the lock to update their access code⚠️
What's the external member experience?
External members will access a secure member portal where they'll be able to create applications on behalf of anyone else based on your current templates.
They will be able to navigate between applications and submit the required information for each applicant.
They can add their own email address when creating applications (they'll receive all notifications when you manage the application) or they can add the recipient's email address if they want.
External members are not counted as Team members