Guest users can be added to a site by an Account Admin or by the Admin User on the site. Once a Guest user is added to the site, by default, they can view all of the points within the site, unless otherwise restricted by the sites Admin.
What can a Guest User do?
Every Guest User can:
View point information [Title, Description, Assignees and Tags within the point card]
Add photos, videos and documents to the points
Use the Dashboard and Overview
Use Mobile apps for iOS & Android
The above actions are set by default and cannot be changed.
By default a Guest user can also:
See all points with all of the tags
View custom field values within the point card
See activity history within the point card
Make comments
Export in PDF, Excel or Word format
The above actions can be restricted by the Admin user when setting up Advanced Access Levels for the Guest user, which can also restrict the Guest user to only see a group of points with a selected tag.
A Guest user can't:
Can't see the Site Settings
Can't edit point information [Title, Description, Assignees and Tags]
Can't copy points
Can't move points
How do I know what user level I have?
If you can see the COG icon next to the site name, you are an Admin user on that site.
If you can't see the COG icon next to the site name, but you can see the '+ New Point' button, then you are a Normal User.
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If you can't see the COG icon next to the site name, or the '+ New Point' button, then you are a Guest User.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.
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