Quicklinks (accessing a job without logging in)

There are times when you need to outsource a job to someone who is not a registered user in the system. This can be accomplished with Quicklinks, an additional feature only available for online editing jobs. 

A quicklink consists of the URL to the job in question along with a token. This link can be emailed or communicated to any, such as a client contact or external consultant for final review. The token, if valid and not expired, allows the user to open the job without logging in.

Please note that the link only works for this specific job and will not include access to the Dashboard or even the Job information page. All information necessary to complete the job needs to be available in the editor (for example in the form of the job description) or made available through other means. 

Creating quicklinks

• From the job itself
  • If the job settings allow it, any user with access to a job can create a quicklink to it from the editor.
  • The Quicklink button opens a dialogue where existing quicklinks are shown and can be shared/emailed, or new links created.
• From the joblist
  • A project manager can create quicklinks for multiple jobs in the following way.
    • Go to the Joblist
    • Open the Batch edit menu
    • Select Quicklinks and follow the instructions 

More on quicklinks

To retract access to the job through a quicklink, the link itself can be removed or disabled. The easiest way, however, is to change the job setting, setting "Allow use of quicklinks" to no.  Normal job access logic also applies to quicklinks. This means that if a job is Done, or its parent job is not done, the quicklink will not work. 

This is to prevent someone from opening a job prematurely, or too late. Since the link is the user's only means of access to the system, they otherwise have no way of knowing if it's open for work. Finally, if a job is already opened by someone else, the system will prevent other users from accessing it through a quicklink. 

If someone forgets to close/pause a job, they will be automatically sent to the Pause page or Dashboard after a while to prevent a job being stuck in "limbo".