PIM Manager · Features

Invite external consultants straight into the delegation model

Invite a consultant as a guest and place them in a delegation group in one staged change; their owner can switch them on and off.

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Invite a guest or consultant page with the guest invitation form filled in and the consultant on or off form
Invite a guest or consultant: a B2B invitation straight into a delegation group, and a managed consultant account switched on or off - both staged as pending changes.

Purpose

External consultants need privileged access, but a guest invitation, an admin record and a group membership are three separate tasks - and the access often outlives the engagement.

Design

One action prepares the guest invitation, the consultant's admin record and their membership of the chosen delegation group, staged for review and commit; the engine sends the invitation after the commit. Only an operator with the guest-invite right, or a SuperAdmin, can do it. If your tenant does not allow guest invitations, the engine stops and names the External collaboration setting to change.

A department or service owner can switch one of their own consultants on or off from the Manager; the change is queued, applied by the engine and audited.

Business opportunities

Consultants are productive on day one, inside the same governed model as your own staff, and switched off when the work is done.

Related features

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