Inviting guests to projects 4 steps

Add team guests to specific projects. Ideal for anyone you're working with who doesn't require full access to the team.

Team guests must be specifically added to projects and don't have access to any projects in that team by default. It's the perfect role for anyone you're working with who doesn't require full access to the team or who will only be working with your team for a short time, like clients, contractors and interns.

Please note that guests, like general members and owners you invite to your organization, do count towards your plan's member limits because they will occupy one of the seats in your plan. 

1.

You can easily add guests by clicking on the ... button at the top right side of the project view and selecting "Edit Share Options."  

2.

This opens a dropdown with an "Invite guests" link. Click this to open a form where you'll enter the name (if the user has already been added to your organization) or email address (if not a member of your organization) of the person you want to add.

3.

Now, when you click on the Members link at the bottom of the task sidebar and click on the Guest tab, you'll see the guest listed there. You can invite them to new projects or change their permissions by clicking the edit icon that appears when you hover over their name.

4.

Both General organization members and Limited members can be added as guests depending on whether the team is locked or unlocked. If a team is locked, a small lock icon will appear before to its name on the Teams page.

General organization members have access to all unlocked teams by default so if you attempt to add them as a guest they will be added as a member instead. Limited members can be added as guests in unlocked teams. If the team is locked and you invite either a General or Limited member, they will be successfully added as a guest because neither role has access to the team by default. Organization Owners cannot be added as guests because they have access to all of the Organization's locked and unlocked teams. You can learn how to lock or unlock a team and make other changes to your team here.

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