Please Note: If this is an uncommon practice for your organization and will only be undertaken a small number of times, the steps in this article may better suit your needs.
If you would like to include clients or external employees (consultants, freelancers) in a 360° review, you can temporarily invite them to Leapsome. Our Reviews module pricing includes the use of external collaborators. Therefore, if you would like to invite external collaboraters to Leapsome to participate in a review, you can do so without the cost of an additional license. Please note, that this is strictly for the Reviews module, and only customers who have the Reviews module within their contract, are able to utilize and invite external collaboraters at no additional cost.
To invite external employees, you have two different options:
Option 1: Invite external employees without an email address:
You can invite external users without a (company) email address by creating a username and one-time password. The employee will use their username and one-time password to sign in for the first time and will immediately be prompted to create a new, private password. Please follow the instructions of the kiosk mode to invite external employees without an email address.
Option 2: Invite external employees with an email address:
To create your external employee's accounts, you can simply add them via their email address. Open the 'Employees' section under settings and click on 'Add'. Please enter the email addresses and provide a comma-separated list of the emails of all users (e.g., 'user1@leapsome.com, user2@leapsome.com, ...'). You can customize the invitation message or decide to create users first and send invites later.
If you would like to do a bulk upload via Excel, please follow the instructions you will find here (under option 2).
Assigning custom access rights to Reviews
To give external employees or clients access to reviews only, you can give them custom access rights to the module. To manage this easily, you can create a team called 'clients' and give the whole team custom access rights to the Reviews module only.