All about our NEW "Free Guest" View: FAQ/How To
Note: every paid account includes unlimited free view-only guest seats
Updated over 3 months ago Table of contents
Unlimited free view-only guest seats!
You’ll now be able to:
Invite team members, advisors, or clients to view your account without giving full access
Keep sensitive data private while increasing collaboration
Scale your team's visibility without increasing costs
Invite team members, advisors, or clients to view your account without giving full access
Keep sensitive data private while increasing collaboration
Scale your team's visibility without increasing costs
What to know about the view-only guest role:
The view-only guest role has a fixed set of permissions, they can not be edited or managed.
Here's what the new guest role will and will not have access to:
No “tentative” events: To prevent any eyes from seeing events in the process being confirmed.
No “miscellaneous” events:Use Miscellaneous events to schedule private meetings and appointments that are confirmed.
No access to finances app-wide:Finances are sensitive data so they are gated-off for events, as well as the entire financial ledger. This also includes contract and deal info.
All other event types and event info:This includes: contacts, schedule, travel, and itineraries
No “tentative” events:
To prevent any eyes from seeing events in the process being confirmed.
No “miscellaneous” events:
Use Miscellaneous events to schedule private meetings and appointments that are confirmed.
No access to finances app-wide:
Finances are sensitive data so they are gated-off for events, as well as the entire financial ledger. This also includes contract and deal info.
All other event types and event info:
This includes: contacts, schedule, travel, and itineraries
Custom View-Only permissions for a role:
If you're needing specific permissions other than what the fixed permissions are with the view-only “guest” role, this is still possible with a paid seat.
This is available to Scale and Enterprise customers only!!
How to change a user to a free guest seat:
Note: Only account owners and security managers can make these changes
From the organization settings, in the top of the navigation bar, click the “settings” icon
Click on "People"
Find the user in the list, click on the “more” menu (3 dots) at the end of the row
Select "Edit User"
Add the free guest role to the "Roles" field for each artist group
From the organization settings, in the top of the navigation bar, click the “settings” icon
Click on "People"
Find the user in the list, click on the “more” menu (3 dots) at the end of the row
Select "Edit User"
Add the free guest role to the "Roles" field for each artist group
Here's a little walkthrough:
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