Share a workspace with an external guest

Use guest access when a client, supplier, or partner needs one RelayBoard workspace without joining your full organization.

Before you start

• You must be an organization admin or the workspace owner.
• You need the guest's email address.
• Choose Viewer for read-only access.
• Choose Commenter when the guest also needs to add comments. Commenters cannot edit cards, settings, or members.

Invite a guest

1. Open the workspace you want to share.
2. Select Share > Invite guest.
3. Enter the guest's email address.
4. Choose Viewer or Commenter.
5. Select Send invite.

RelayBoard emails the invitation to the guest. The invitation gives access only to that workspace. The guest cannot browse other workspaces in your organization.

Change or remove guest access

1. Open the shared workspace.
2. Go to Workspace settings > Guests.
3. Find the guest.
4. Change the role, or select Revoke access.

A revoked guest can no longer open the workspace.

Troubleshooting

The guest did not receive the email

Confirm the email address and ask the guest to check spam or filtered mail. If the invitation has expired, create a new invitation.

The invitation expired

Create a new invitation. Unaccepted invitations expire after 14 days.

The guest can view but cannot comment

Check the role in Workspace settings > Guests. Viewer access is read-only. Change the role to Commenter if the guest needs to add comments.