Guest role

The Guest role lets you collaborate with external clients, contractors, or freelancers without granting them full access to your workspace.

About guest access

• Single-Project Access: Guests only see the specific project they are invited to.
• Privacy Protected: Guests cannot view other workspace projects, workspace finance reports, team settings, or member directories.
• Collaboration Rights: Guests can work within their assigned project. In software projects they are view-only for Backlog and Releases and lose the Insights, Finance, Updates, Files and Docs tabs. See permissions and plans.

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How to Invite a Guest

You can invite a guest user using three different methods:

Method 1: From the + New Button

1. Click the blue + New button in the top navigation bar and choose Add Guest.
2. Select the target project from the Select Project dropdown.
3. Enter one or more email addresses under Guest Email Addresses (separated by commas, spaces, or semicolons).
4. Click Invite Guest (or switch to the Invite with Link tab to generate a direct sharing link).

Method 2: From Project Header (Invite Button)

1. Open your project and click the blue Invite button at the top right.
2. In the Share modal, enter the person’s email address.
3. Set the Team role dropdown to Guest.
4. Click Invite or use Generate Link to share an invitation URL.

Method 3: From Project Members Tab

1. Navigate to the project’s Members tab.
2. Click the Invite button next to your seat count.
3. Enter the email address and select Guest as the role.
4. Click Invite.

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Managing guest members

• You can review guest users directly from the project’s Members tab.
• Project managers and Admins can remove a guest or change their access role at any time.

To see every guest in one list, with their project counts, and to deactivate, reactivate or delete a guest, open Guest Members in workspace settings. Guests are not available on the Free plan, and a plan’s guest limit applies when you invite. For roles, see member access levels.