Do you need to share your data with your Customers, Brands, Auditors or others outside your organization? This is now possible with External Viewers.


To learn about the permissions and the actions that can be done by external viewers, and about its differences with a local viewer see here


  • How do I invite a External Viewer to View a Control Guide? 
All you need is the email address of the person that you are going to invite. Remember that this person must be registered as a KaptureIO user in another organisation.


ii) Once you have the email adress you just need to add the email address to Control Guide settings>Users>External viewers and an invitation to the Control Guide is sent to him.  



ii) Once the invitation has been received and accepted, the Study will be available for the external user on Shared with me>Suppliers on the Left Menu bar.


  • How do stop an External Viewer viewing a Control guide?
To remove a viewer simply go to the Control Guide Settings>Users Section and click on the waste bin next to the external viewer.  Once removed, an email will be sent to the External Viewer to inform them that their access has expired.