For files, it would be very helpful to have drag and drop of folders, and also to be able to expand storage through our own already existing drives. An upload feature is not adequate.
What are the differences between adding a team member and an external member?
Does that mean 1 code comes with only 10 external members and 3 codes get nlimited?
Hi Don,
An external member can be either clients or even external staff members like a contractor or a vendor.
External members have some limitations to what they can do in the system. Their access is designed keeping clients and external staff in mind and yes you are right 1 code gets you 10 externals and 3 code gets unlimited externals
I think you won't regret going with 3 codes as now you can also have a white label client portal as well :)
Yes there is, when you invite a client or an external staff like contractors, you can invite them as External members and they won't count against your team members, and yes you can share anything with the external members just like your own team members :)
Q: Is this deal coming back again?
Share Jumppl
Verified purchaser
it's back again at the moment
Q: When uploading documents, do we have the ability to make files read-only and or allow specific individuals the ability to download the file?
Also, Can we utilize a daily checklist (ie. a list of opening procedures) that can be repeated and checked off each day as completed?
Share Jumppl
Q: We have been playing with the system.
For files, it would be very helpful to have drag and drop of folders, and also to be able to expand storage through our own already existing drives. An upload feature is not adequate.
Share Jumppl
Q: I am testing out due to last minute FOMO.
Question - Are external members = clients?
What are the differences between adding a team member and an external member?
Does that mean 1 code comes with only 10 external members and 3 codes get unlimited?
Hammad_Jumppl
May 15, 2024A: I am testing out due to last minute FOMO.
Question - Are external members = clients?
What are the differences between adding a team member and an external member?
Does that mean 1 code comes with only 10 external members and 3 codes get nlimited?
Hi Don,
An external member can be either clients or even external staff members like a contractor or a vendor.
External members have some limitations to what they can do in the system. Their access is designed keeping clients and external staff in mind and yes you are right 1 code gets you 10 externals and 3 code gets unlimited externals
I think you won't regret going with 3 codes as now you can also have a white label client portal as well :)
Share Jumppl
Q: When we invite an external client contacts, does this counta against our overall team count?
Is there a way to share items with clients without counting against our team member total?
Hammad_Jumppl
May 15, 2024A: Hi Sumoling,
Yes there is, when you invite a client or an external staff like contractors, you can invite them as External members and they won't count against your team members, and yes you can share anything with the external members just like your own team members :)
Share Jumppl