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Inviting Guests to Portfolio and Projects

Matidor 101: Inviting Guests to Portfolios and Projects | Collaborate Easily Across Teams

Written by Queena
Updated over 2 months ago

Learn how to invite guests to your portfolios and projects in Matidor to streamline collaboration with clients, contractors, and team members. In this quick tutorial, we’ll walk you through guest roles, permissions, and how to share access securely.

In this video, you’ll learn how to:

  • Add guests to your workspace with specific roles like Viewer, Contributor, or Manager

  • Share one or multiple projects directly from the User Management screen

  • Send guest invitations and manage access with instant email link

  • Share existing projects or entire portfolios for better visibility on progress and budgets

Inviting guests in Matidor makes cross-team collaboration simple and secure—so everyone gets the right level of access to the data they need.

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