The Guest role in Nifty is ideal for clients, freelancers, and other external collaborators. While Guests have limited permissions compared to team members, they can still engage in a project without joining your team chat or subscription!
Be sure to explore how to work effectively with Guests by hiding Milestones and Tasks or creating Custom Roles to tailor permissions to your needs.
What Guests Can See and Do
Guests experience a streamlined version of Nifty, designed for simple and effective collaboration. Guests will join a project directly from the Home Screen, as shown below.
Inviting a Guest
Guests need to be invited to projects directly.
You can access the invite screen of a project via it's dropdown by selecting either Manage Members or Invite Guests.
Access the Invite Screen: Navigate to the invite screen within your project.
Enter Details: Input the Guest's email address and, optionally, their name.
Select Role: Choose the Guest role from the dropdown menu.
Send Invitation: Click to send the Nifty email invitation to your Guest.
You can also invite Guests by generating an invitation link for the Guest role for this project. This would allow you to distribute invitations as a link for any personalized invitations you'd like to send out.
Guest Access and Limitations
Guests have a focused experience in Nifty and do not have access to:
The Portfolio containing their project
Overviews
Workloads
All Tasks
Team-side emails
Direct messages (unless enabled with the Account Owner, optional)
Within a project, Guests are restricted from:
Inviting others to the project
Adjusting Milestones
Deleting Tasks (unless they created the task)
Assigning or un-assigning tasks (unless they created the task)
Creating, deleting, or editing Tags
Enabling or disabling project modules
Meaningful Participation
Despite these limitations, Nifty Guests can actively contribute to a project’s workflow:
Completing tasks (assigned to them or created by them)
Commenting on tasks
Participating in discussions
Creating or uploading documents and files
Using our Mobile and Desktop apps
For a detailed overview of Guest permissions, Account Owners can refer to the Custom Roles & Permissions tab under Members & Permissions in Workspace Settings.
Tips for Guest Collaboration
Guests love Nifty's ease of use and actionability as it creates an all-in-one hub for the timelines, tasks, communications, and documentations of the project.
Here are some tips to enhance your Guest collaboration:
Encourage your Guests to use the Home screen, as it has everything they'll be looking for in a single place -- including all of the tasks assigned to them within the project
Downloading our Mobile app makes collaboration easy and portable
Create a "Guest Approval" Status in Tasks that will automate approval assignments. This methodology is used in the Guest Onboarding video seen below. Feel free to use this video when bringing your Guests onto Nifty!
Keeping Clients Updated Without Sign-Up
Even if some clients prefer not to sign up for a collaboration platform, they can still stay informed about your project's progress through Nifty's public progress roadmaps.
Don't have a Nifty account yet? Sign up for free!