Add Guest Users to a Project
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    Add Guest Users to a Project


      Article Summary

      Linarc lets you add guest users at any time by manually entering their contact details. This is especially useful if you have to add them during a specific phase of a project temporarily and remove later. You can add users, assign specific roles, and invite them to collaborate on various modules within the project.

      The guest users:

      • Can have access only to the items to which they are added to the workflow and not to the other project modules
      • Cannot create, own, or manage teams like RFI, submittals, and change orders
      • Cannot access the assigned item on lapse of the due date set to them for their action 

      To add a guest user

      • Open the project management portal
      • Click 'Project' on the top
      • Click 'Guests' on the left

      • Click the '+ Add Member' button

      • Enter the guest user e-mail id and click 'Next'

      • Enter the following details of the guest user:
        • First Name and Last Name - The full name of the individual to be added.
        • Company Name - The name of the guest user's affiliated company.
        • Company Type - The nature of the guest user company's work.
        • Company Role in Project - The specific role or function of the guest user's company within the project.
        • User Role - The role that the guest user will assume within the project.
        • Access Allowed - Specify the modules or areas within the project to which the guest user is granted access.

      Upon adding a guest user, you can effortlessly integrate them into the project's workflows, specifically within the modules to which they have been granted access. 

      • Linarc automatically sends invitations to these guest users whenever they are included in a workflow.
      • These invitations seamlessly enable the guest users to accept, respond, and align with their designated tasks and responsibilities within the project. 

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