Client and guest access

A guest is a person from outside your company, usually somebody at a client, who has a login inside your company limited to the projects you invite them to. It is the quickest way to let a client follow the work.

If the client needs logins in a company of their own, or wants to run their own workspace, see Linked companies instead. Every client in Projectous has a company behind it, and that page explains how to put the client's people in it.

How do I invite a guest?#

Open the project and use the share button at the top of it (its label is Invite User). The Invite Guest window asks for the Guest Email. Press Confirm.

The guest gets an email titled "You are invited to Projectous" with an Accept invitation button. The invitation is valid for seven days. On the page it opens they give their name and a password and press Accept Invite, and they are signed in.

Inviting the same address from another project while the first invitation is still waiting adds that project to it rather than starting a separate one.

What does a guest see?#

• Only the projects they were invited to, with their tasks. Their menu holds Planner and Projects.
• Only the client's room in a task chat. Every task chat is split into rooms, one per company, each tab named after its company. Your company's room is your internal discussion and a guest never sees it. The client's room is the conversation with the client, and that is the one a guest reads and writes in.
• No money. A guest does not reach invoicing, rates or the finance screens, and does not see anything belonging to another client.

Can a guest become a client user later?#

Yes. An admin opens the client from Clients, goes to the People tab and uses Move to their company under Guests on this client. The guest's tasks, timers and history come with them; messages they wrote in your rooms stay there. Linked companies describes the move, when it is refused, and what changes for the person.