Manage guests
Guests are limited-access accounts intended for people who should only view the projects they were invited to and should not create or edit product data.
Guest accounts
Guest accounts are listed on the Guests tab in Administration → Members.
For each guest, the list shows:
- full name;
- username;
- email.
Enter text into the search box to filter guests by name or email.
Convert guest to member
Use this when a guest's responsibilities expand and they need full User or Admin access.
Go to Administration → Members.
Select the Guests tab.
Find the account in the list and click
⋯→ Convert to a member next to it.Alternatively, select multiple accounts with checkboxes and click Convert to members above the list.
In the dialog that appears, select the new role: Admin or User.
Click Convert to a member to confirm.
Deactivate guest account
Go to Administration → Members.
Select the Guests tab.
Find the account in the list and click
⋯→ Deactivate account next to it.Alternatively, select multiple accounts with checkboxes and click Deactivate accounts above the list.
In the dialog that appears, click Deactivate account to confirm.
The account moves to the Deactivated tab. You can reactivate it at any time — see Manage members for the reactivation steps.
