Add an external resource

You can add external resources like a contract worker, to your system in the TotalAgility designer or TotalAgility Workspace. Once external resources are added, you can assign these resources as floating role members (in Workspace) thereby assigning work to them.

External resources have limited access to TotalAgility Workspace. They can only view their work queue, and take and complete the activities listed in their work queue.

These resources do not have the appropriate permissions to use any other areas of TotalAgility as they are not members of a category and most things require you to have category access.

An external resource can log on to TotalAgility using their email address as the user name.

Configure the security settings for an external resource account. See Configure the account settings for a resource.

  1. On the Home page, click Resources > External Resource.
    Note The system populates few properties with default values. You can change the values for those properties to suit your configuration.
  2. Select a Category other than the default by consume a category.
    Note By default, a new resource is assigned to your working category.
  3. Enter a Name to display for the resource.
  4. Enter the Email address of the resource.
  5. Enter a Password to use for accessing the system.
  6. To confirm the password, re-enter it in the Confirm Password box.
  7. Enter the Phone Number of the resource. A phone number cannot be more than 30 characters.
  8. Optionally, set the date range (Start Date and End Date) when the user is available using the calendars.
    By default, date range is Not Specified implying that resources are always available.
  9. In the Persona box, consume the persona that must be associated with the resource.
  10. Click Save.