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 don't want to give that person access to all of your Main Boards. Guests are external 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 from the email domains associated with your organization, affiliates, subsidiaries and any other related entity. If a guest has the same email domain as the account creator, they 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 "Invite" icon located on the top right of your shareable board. Group 64 - 2024-10-01T122514.060.png

A window will appear displaying team members subscribed to this board. Enter the email address of the person you wish to add as a guest, and then select "Guest" as shown below:

Group 12 (31).png

Lastly, click "Send invite", 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.

Note: When someone is invited to a shareable board from a specific account, they will need to create a new guest user profile on that account. It will not be possible to access this board using their personal account.