Key points:
- Automatic access removal on the set date – no manual deletion needed
- External users never see your form submissions and customer data
- AI connections also end on the agreed date
- Flexible for projects, maintenance, and specialist assignments
The Problem
When you work with external helpers – an agency for a redesign, a freelancer for maintenance work – you eventually need to revoke their access. It's easy to forget, and the longer someone has access, the higher the security risk. At the same time, you don't want external people to see your customer data from forms.
The Solution
In webentwickler.io CRM, you can now invite external helpers with an expiration date. On the set date, their access closes automatically – without you having to remember. At the same time, external users never have access to your form submissions, and their AI connections also end on the agreed date.
How It Works
Go to Team & Permissions and invite the external helper as usual. Select the appropriate role (e.g., Editor) and set the end date. The CRM takes care of the rest: on the set date, access is gone and security is maintained.
Who Should Use This
Project-based collaboration: A redesign takes three months – after that, the agency doesn't need access anymore. Regular maintenance: A freelancer handles updates, but only until year-end. Specialized tasks: A consultant helps with optimization for a limited time.
Conclusion
Security and flexibility now go hand in hand. You collaborate confidently with external partners without risking your data. Invite your first external helpers and experience the peace of mind that automatic access management brings.
Frequently asked questions
Can external helpers see my form submissions?
No. External users have no access to forms and the customer data received in them. They only see the areas you explicitly assign to them.
What happens on the expiration date?
Access ends automatically – both the login and all AI connections of the external user. You don't need to do anything manually.
Which package includes this feature?
Time-limited invitations for external helpers are included from the BASIC package onwards.