Add a User as a Guest

Add an existing Specpoint user from outside your BPM as a guest user to enable that user to work in a special role such as a consultant for specific projects.

You can only can add an active user from another BPM or from Deltek as a guest user.

To add a user as a guest:

1. On the navigation menu, click Settings > Manage Users.
2. On the User Management page, click + New User.
3. On the User page, enter information about the guest user:
   1. Enter the First Name of the guest user.
   2. Enter the Last Name of the guest user.
   3. In the User Email field, enter the email address that the guest user from another BPM or from Deltek already uses.
   4. In the Permissions field, select the guest user's permission or access level.
      For more information, see User Permissions.
   5. In the Discipline field, select the guest user's discipline or nature of work.
   6. In the Role field, select the guest user's role or position.
      For more information, see Disciplines and Professional Roles.
4. Click Save.