Guest requesters are your clients' contacts who use IronSight to request and approve your jobs, even though their company isn't on IronSight. They get a free guest account that gives them access to their jobs.
Guest requesters can:
- Request jobs from you in the app or on the web
- Track job progress in real time
- Approve or reject completed jobs
Good to know:
- Guest requesters are for guest clients, meaning clients you created yourself in Manage clients.
- Only Admins can create guest requesters.
To add a guest requester while creating a job:
You can add a guest requester when creating a job for a guest client, or when editing one that isn't completed yet.
- Click New job and select the client.
- Click Requester, then select Create a new requester.
- Enter their name and email address, then click Save.
- Click Save and select requester.
- Finish creating the job as usual.
The requester is saved, so you can select them on future jobs.
Important: The guest requester doesn't get an email from IronSight until you send a job to them for approval. If you want them to know about IronSight sooner, let them know yourself.
Sending a job for approval
When a job for a guest client is completed, Admins and Coordinators can send it to the client for approval.
- Open the completed job and click Send for approval.
- On the web: it's just below the Mark as pending approval button.
- In the app: tap the Send for approval icon in the row of buttons under the main button.
- The Send for approval window opens with the job's requester already added. To add or change who gets the email, click into Send email to the following users and check the people you want. You can pick users from the client or from your own company.
- Click Save.
Everyone on the list gets an email saying a job is waiting for their review, and anyone who isn't already a follower on the job is added as one.
Need to add a new approver? Only Admins can do this.
- In the user list, scroll down and click Create new user.
- In the Add new approver window, enter their Email and Name.
- Click Save. They're added to the list.
- Click Save in the Send for approval window to send the email.
What your guest requester sees
When they click Review job in the email, one of three things happens:
- First time: they create a password, log in, and go to the job.
- Already have a password: they log in and go to the job.
- Already logged in: the job opens right away.
From there they can Approve the job, or Reject it with a note about what needs fixing. Once you've made the changes, you can send it for approval again.
For guest requesters' own instructions, share the Guest Requester Guide.
Have questions? Contact us at support@ironsight.app and we'll help you out.