Invite an outside guest to one project

A Guest is someone outside your company who needs to work on one project. A vendor's implementation consultant is the usual example. Guests are free on every plan.

What a guest can do

• See the one project they were invited to.
• Change the status of tasks, for example moving their own task to Done.
• Log issues.

What a guest cannot do

• See any other project in your workspace.
• Add, edit or remove tasks.
• Tick gate criteria or readiness items.
• Change the business case, process maps or payroll run results.
• Change the status of an issue after logging it.
• Invite other people.

Invite a guest

1. Open your workspace's people settings.
2. Enter the guest's email address.
3. Choose the Guest role.
4. Choose the project they should see.
5. Send the invitation.

The guest gets an email with a link. Accepting it takes them to the project. A guest who already has an HRjects account is asked to sign in first. The invitation expires after 7 days and is for the address it was sent to.

Owners and Editors can invite guests.

Give a guest a second project

Send another guest invitation to the same address and choose the other project. Each invitation covers one project.

Remove a guest

Owners and Editors can remove a guest from the project. The guest loses access straight away.

Before you invite a vendor

A guest can see the whole project, including the business case and its cost figures. If your project compares the vendor's price with a competitor's, think about whether that should be visible to them. One way to handle it is to keep the selection work in one project and invite the vendor to a second project that starts after the decision.