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How To: Invite Guest Members

Steps

  1. Select the Organization
  2. Open Organization Members by clicking on the MEMBERS icon
  3. Enter the Full Name and Email address of the member you wish to invite
  4. Select YES for the As Guest option (requires an active subscription)
  5. Click INVITE

Guest Access Restrictions

  • Can only access projects they have been assigned to
  • Cannot access organization discussion
  • Cannot access organization analytics
  • Organization timeline is limited to the projects they are currently a member of
  • Cannot add a new project to an organization
  • Cannot invite new members to an organization

Notes

  • You can only invite and mange guest members as part of an active subscription
  • All guest members are disabled when a subscription is cancelled 

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