View and Manage Guest Users

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 icon in the top-right, 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, filter, and sorting options:
Use the 'Search' box located at the top left to find a template using any value from the table as search criteria 
Right-click the column header and customize the display and order of the columns as you wish 
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
Customize Columns in List Views
Filter Options in List Views
Group and Organize Items in a List View
Manage Custom List Views
Hover over a column header and click the  icon to sort the rows in ascending or descending order of entries in that column
Download the File list
Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more

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