Add Guest Users to a Project

Linarc allows you to add guest users to your project at any time by simply entering their contact details. This feature is especially useful when you need to bring in external stakeholders temporarily for a specific phase of a project, allowing you to easily remove them once their involvement is complete.

By adding a guest user, you can assign them specific responsibilities in targeted workflows. Since they do not need a Linarc account, all their collaboration happens seamlessly through their standard email inbox.

To add a guest user

• Ensure that you are in the 'Guest Users' screen of management console to the project. If not,
  • Click the main menu at the top left
  • Select 'Project Information' from the drop down under 'Project' menu
  • Click 'My team' at the top
• Click 'Guests' from the options on the left
• Click the '+ Add Member' button at the top-right

• Enter the guest user e-mail id and click 'Next'

• Enter the following details of the guest user:
  • First Name and Last Name - The full name of the individual to be added.
  • Company Name - The name of the guest user's affiliated company.
  • Company Type - The nature of the guest user company's work.

The guest user is now added to the project. They will now be available to select as a recipient for email communications within the workflow of any document item.

Use the links below to learn about:

• View and Manage Guest Users
• Remove Guest Users