Invite and manage guests

What are guests?

Guests are external users—such as customers, clients, or partners—who gain access to specific projects through the guest portal. Guests have their own login and can only view content that has been shared with them.

Invite a guest

1. Open a project and navigate to the Guests section.
2. Enter the guest’s email address.
3. Optional: Add their name, company, and position.
4. Click Invite.

The guest will receive an email with login credentials for the guest portal.

Access via Magic Link

As an alternative to the email invitation, you can create a Magic Link:

1. In the Guest section, click on "Create Magic Link."
2. Copy the generated link and send it directly to your guest.
3. The link is valid for 7 days and can be revoked at any time.

Guest Login

Guests log in via the guest portal—either using the Magic Link or via email login:

1. The guest enters their email address.
2. They receive a one-time code (OTP) via email.
3. After entering the code, the guest is logged in. The code is valid for 10 minutes.

What can guests see and do?

Guests have access to the guest portal with the following features:

• Dashboard: Overview of assigned projects and tasks
• Projects: Details, milestones, and tasks (if marked as visible)
• Tasks: View and comment on assigned tasks
• Chat: Participate in the project chat
• Profile: Manage your profile information

Permissions per project

For each guest, you can set the following individually per project:

By default, guests have read-only access. Write access must be explicitly enabled.

Control visibility

Not all content is automatically visible to guests:

• Tasks: Only tasks marked as "visible to guests" are displayed in the portal.
• Completed tasks: Can be hidden from guests on a per-project basis.
• Milestones: Are displayed if they contain visible tasks.

Manage guests

• View all guests: Under "Team guests," you can see an overview of all guests on your team.
• Remove guest: Remove a guest from a project via the project’s guest section.
• Revoke Magic Link: Deactivate an active Magic Link at any time.

Notifications

Guests can configure their email notifications for each project themselves. Available notification types include, among others:

• Task assigned
• Task status changed
• Mentioned in comments
• New chat message
• Feedback requests

Customize the guest portal

In the team settings under "Guest Portal," you can customize the appearance: logo, colors, login text, and a custom domain for the portal.

Frequently Asked Questions

Are guests subject to a fee?

Guests do not count as team members. Depending on the plan, there is a limit on the number of guests.

Can a guest access multiple projects?

Yes, a guest can be invited to multiple projects—each with individual permissions.

Which languages does the guest portal support?

Guests can choose their preferred language. German, English, French, Dutch, and Spanish are supported.