You can view and edit the contact details, the role assigned, and other details of a guest user at any time from the guest user details pane.
To view the list of guest users
- Ensure that you are in the management console ot the project
- Click the app launcher , select 'Project,' then select 'My Team' on the top.
- Click 'Guests' from the options on the left
- Name - The full name of the individual to be added.
- Company Name - The name of the guest user's affiliated company.
- Email ID - The email address of the guest user.
- Access Allowed - The modules or areas within the project to which the guest user is granted access.
- Invited By - The employee who added the guest user to your company guest list
- Invited On - The date on which the guest user has been added
- Status - The status of the guest user, whether active or inactive.
- User Role - The role that the guest user will assume within the project.
- Company Role - The specific role or function of the guest user's company within the project.
- Company Type - The nature of the guest user company's work.
- Actions - Action buttons to edit information and delete the user
Search and filter options:
- Use the 'Search' box located at the top left to locate projects using any value from the table as search criteria
- Click the icon at the top-right to select the columns to show or hide
Download the list
- Click the icon at the top-right to download the list of guest users as an Excel file
To edit the details of a guest user
- Click the icon under the 'Actions' column
- Edit the user information as required in the pop-up.
- Click the 'Save' button for your changes to take effect.
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