👥 What is a Guest?

In Yoom, you can invite "guests" who are different from regular members. Guests are primarily granted database permissions and cannot receive project permissions.

Key Points About Guests:

✔️ Database permissions can be granted (project permissions CANNOT be granted).

✔️ One guest can be invited to one database. (Guests cannot be invited to multiple databases).

✔️ No license required - Guests are free of charge.
✔️ Guest limits by plan:

・Free/Plus Plan → Cannot invite guests but can invite users.

・Business & Enterprise → Unlimited

📝 Guest Permissions Overview

Features	Edit	View
Database	Can edit but cannot create/delete items	View only
Record	Create, edit, and delete	View only
Table	Create, edit, and delete	View only
View	Create, edit, and delete	View only
CSV Import/Download	Allowed	Not allowed
Data Connect	Create, edit, update, and delete	View & update data
Flowbot	Can select & run records but cannot create new	Can select & run records but cannot create new
Grant Database Permissions	Not allowed	Not allowed

📩 How to Invite a Guest

1️⃣ Navigate to the database you want to invite the guest to.

2️⃣ Click "Share" in the top right corner.

3️⃣ In the popup, click "Add Email or User".

4️⃣ Enter the guest's email address and press Enter (“(Guest)” will appear next to the email.)

5️⃣ Select the desired permission (Edit or View).

6️⃣ (Optional) Add a message in the message box.

7️⃣ Click "Invite".

📧 The guest will receive an invitation email. They should use the link to register or log in to Yoom.

⚠️ Note:
If you enter an email already registered as a member, they will be invited as a member instead of a guest.

✍️ How to Change Guest Permissions

1️⃣ Navigate to the target database.

2️⃣ Click "Share".

3️⃣ Click the current permission next to the guest's name.

4️⃣ Select the new permission.

🔁 How to Remove a Guest, or Convert to a Member

1️⃣ Select Settings.

2️⃣ Choose Member Management.

3️⃣ Click "..." next to the guest's name, then select "Change Permissions" or "Delete."

💡 Note: Converting a guest to a member will require a paid license.

💪🏼 What Guests Can Do

1️⃣ Access Specific Views

Set up views within a database table (with filters or selected columns) and share them with guests.

Guests will see only the shared view, not the entire database.

Creating a New View (View 2)

Sharing View 2 with the Guest

2️⃣ View Record Details

Guests can view details of records within the shared views.
Share the record URL directly with the guest for easy access.

❌ What Guests Cannot Do

1️⃣ Limit Visibility to Specific Columns or Filters

While you can set up views with filters and column preferences, guests can still change these settings on their end.

This means guests can see all columns and adjust filters, even if a specific view was shared.

2️⃣ Share Only Specific Tables

Guest permissions apply at a database level, not the table level.

If a database contains multiple tables, guests can view all of them.

💡 Tip: If you want to share only one table, create a separate database with a single table.

Related Keywords

Guest Access, Database Permissions, Invite User, Workspace Access, Yoom Guest Settings

About Guest Features