On this page:

Invite external user to join the checklists app

  1. Navigate to the Didit - Checklist hub in Confluence, Jira, or via the web at app.checklist.info.

    Jira with the apps menu open and the Didit - Checklists option highlighted.
    Jira with the apps menu open and the Didit - Checklists option highlighted.

  2. Choose the template you would like to share externally.

    The Didit hub with a checklist template highlighted.
    The Didit hub with a checklist template highlighted.

  3. Click on “edit” next to “TemplateManager.”

    A checklist template with the Template manager setting highighted.
    A checklist template with the Template manager setting highighted.

  4. Enter the user’s email address and check “Invite external user to join the checklists app” if you want them to receive an invitation email. Then click “Add and invite.”

    The dialogue that shows in a Didit template when you invite a template manager.
    The dialogue that shows in a Didit template when you invite a template manager.

  5. The user will then receive an email and can sign up.

    The invitation email that the template manager receives.
    The invitation email that the template manager receives.

  6. After logging in, the external user now has access to that checklist template and all its checklists via the web at app.checklist.info.

    The view that the external template manager has after logging in to the customer portal.
    The view that the external template manager has after logging in to the customer portal.

Standalone Portal app.checklist.info

The whole process of loggin in to the customer portal and viewing a checklist template.
The whole process of loggin in to the customer portal and viewing a checklist template.

Link to this page: https://seibert.biz/checklistexternaluser