Adding guest users
Guests are people outside your project team, e.g. reviewers, advisory board members or auditors. They can see the workspace but never change it: guests have at most Read rights.
💡 Note: Only Admins and Managers can invite guests. Guests are managed per workspace.
Inviting guests
- Open Users, select the Guests tab and click Invite New Guest.
- Enter one or more email addresses (separated by comma, semicolon or space) and click Invite.
- Each guest receives an invitation email. The link is valid for 7 days. Until the guest accepts, use the … menu of the guest for Resend invitation or Copy invitation link.
Guests do not use a user seat. The number of guests depends on your subscription; the counter at the bottom right of the Guests tab shows how many you have and how many are possible.
What guests can see
New guests get Read rights to Projects & Activities, Participants, Documents and Resources. For each section, choose Read or Off. To hide only some items, e.g. one work package or folder, click Refine next to the section and set these items to Off.
What guests can do
- Open everything they have Read rights to, and download documents.
- Open documents in the online editor, but only to read them.
- Guests cannot track time and cannot get Edit or Manage rights.
Tip: Should a guest become a regular team member? Select Convert to User in the … menu of the guest. The person then uses a user seat.