Guest Portal is an Easy Projects page designed to help guest users (formerly called limited access users) to be involved in Easy Projects' workflow. They do so by monitoring progress of the projects they are members of, reading a news feed, adding issues and requests, posting messages and sharing files, etc. The page has intuitive controls, and is easy to use.
The things that customer user can view and do in Guest Portal include:
| Item | Available Actions | Notes |
| Activities | A guest can: | One-click access to message creation/file upload One-click access to issue or request creation form Project must be open or Not Equal to completed for an activity to show, even it has a not-treat-as-completed status. |
| What's new | A guest can:
|
One-click access to the relevant activity or message. |
| Messages | A guest can:
|
|
| Files | A guest can:
|
|
| Custom Forms | A guest can:
|
One-click access to a custom form. |
Accessing Guest Portal
A guest user accesses Guest Portal the usual way, using his login and password on the EP login page.
Home Screen
Home screen includes the following main sections:
- What's new column containing a list of recent events such as attached files, posted messages, assignments, activity status updates in descending chronological order
- Your active projects containing dashboards of the projects/activities you are currently a member/assignee of
Dashboards
The project dashboard contains the following main features:
- Progress bar, showing the current rate of completion of the project
- Start and end dates
- Project Manager' name, which is a link you can use to send an email to the person directly from the screen
- Custom fields, if any
- A button showing the current number of messages posted for and files attached to the project. Clicking the button opens a list of the same
- A '+' button to quickly post a message or upload a file
- The first three activities under the project (sorted by due date), with one-click access to their respective dashboards.
The activity dashboard contains the following main features:
- Progress bar, showing the current rate of completion of the activity
- Custom fields, if any
- A button showing the current number of messages posted for and files attached to the project. Clicking the button opens a list of the same.
- A '+' button to quickly post a message or upload a file.
Messages
Guest Portal allows you to view all messages exchanged between activity assignees. Apart from viewing communications on activity matters keeping you up to date, you can contribute to the exchange by posting messages of your own.
Files
You can download files attached to activities with a single click, or upload your own in a matter of seconds.
Custom Forms
The Custom Forms panel contains custom forms with the option 'Allow guest users to access the form' turned on. To add a record click the link to the custom form you want to use.
- Log in to Guest Portal.
- Click the the name link of the custom form you want to use.
- As the form opens in a separate window, fill in its forms.
- Click 'Submit' when you are finished.
Done
A guest user can indicate that his or her portion of work on a activity is complete by using the 'Done' button.
To use the 'Done' button:
- Log in to Guest Portal.
- Click the '+' button for posting messages or files.
- Click 'Done'.