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Add Guest Users to a Client

Sometimes you need to let external stakeholders like client contacts view your client's information—but with limited access. Guests can see what they need to without being able to make changes.

Steps

  1. Click on Clients in the left-side menu.
  2. Open the client where you want to add the guest.
  3. Click on the Guests tab.
  4. Click Add Guest.
  5. Fill in the guest's information:
    • Name
    • Email address
    • Phone number
    • Any other relevant details
  6. Make sure the "Create as Guest" checkbox is checked.
  7. Click Save.

The guest will appear in the Guests tab and will receive access to the client's information based on their guest-level permissions.

Note: Guest users have read-only access. They can view and export data but can't create, edit, or delete any records. See Guest User Profile for a full description of what guests can do.