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Inviting a guest to a site

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated over 2 weeks ago

You can invite people from outside of your organisation to a site. This is a fantastic way to securely share and update information with anybody. Only Administrators of a Site can invite people, and so they alone will have access to the below process:

  1. Open your Collaborate site that you'd like to share.

  2. Click Manage Members.

  3. Click Invite People.

  4. Enter your guest's email address under Invite new users or users outside of your organisation by e-mail address.

  5. Select the appropriate role (Administrator, Contributor or ReadOnly).

  6. Enter a message which will display in the guest's email invitation if you wish to do so.

  7. Click Next.

  8. Select as guests from the dropdown menu (this ensures that they will not be added as member to your Access Workspace account and will only have access to your specific Collaborate site).

  9. Click OK to exit the confirmation message.

Your guest will receive an email (similar in appearance to the Access Workspace sign up email). Upon clicking Join Site, the guest will be prompted to set a password and login to see the Collaborate site.
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For more information about the guest user experience, watch the video below.
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