View and Manage Guest Users

You can 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

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

• The following details appear:
  • 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 Find, Filter, and Table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance.

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.