How to share projects with guests

1 min read

Feature

Who can use this feature:

Available on Standard plan and above

Adding a guest to your account is useful when you only want to share one or two boards with someone, but you don't want to give that person access to see all of your Main Boards. Guests are outside users such as contractors, clients, freelancers, lawyers, graphic designers, etc... Guests can only be invited to Shareable Board/s and as such, will NOT be able to view information on Main or Private Boards. Check out what guests can see and do on your account here.

Note: A guest must have a different email domain. If a guest has the same email domain as the original person that created the account, he/she will not be able to join as a guest

How to invite a guest

To add a guest to your account, you need to create a Shareable Board first. Shareable Boards allow you to share projects and tasks with people outside of your team. Screenshot 2024-10-01 at 12.22.18 1.png

Next, click on the people icon located on the top right of your shareable board. Group 64 - 2024-10-01T122514.060.png

A window will open, showing you the team subscribers on the board, and the guest list will be on the right side. Screenshot 2024-10-01 at 12.28.07 1.png

Enter the email address of the person you want to add as a guest, and they will receive an email invitation to join just that board. Once a guest is added to a shareable board, you can add them to other shareable boards on the account. They will not be able to see the other shareable boards unless they are specifically invited to them.

Do note, when someone is invited to a shareable board from a certain account, they will have to create a new guest user on that account and it will not be possible to open this board on their own personal account.

Important Note: A guest must have a different email domain. If a guest has the same email domain as the original person that created the account, he/she will not be able to join as a guest