The Guest role is built for clients, freelancers, and other external collaborators. Guests have fewer permissions than team members, but they can participate fully in a project without joining your team chat or counting toward your subscription.
You can fine-tune what Guests see by hiding Milestones and Tasks or creating Custom Roles.
Inviting a Guest
Guests are invited to individual projects, not to your workspace as a whole.
Open the invite screen. From the project dropdown, select Manage Members or Invite Guests.
Enter their details. Add the Guest's email address and, optionally, their name.
Set the role. Choose Guest from the role dropdown.
Send. Nifty emails the invitation directly to them.
Prefer to send it yourself? Generate an invitation link scoped to the Guest role for that project and share it however you like — handy for personalized outreach or inviting several people at once.
What Guests Can See and Do
Guests get a streamlined version built around the project they've been invited to.
Outside the project, Guests don't have access to
The Portfolio containing their project
Overviews
Workloads
All Tasks
Team-side emails
Direct messages (the Account Owner can turn these on)
Inside the project, Guests can't
Invite others to the project
Adjust Milestones
Delete tasks they didn't create
Assign or unassign tasks they didn't create
Create, delete, or edit Tags
Enable or disable project modules
What Guests can do
Complete tasks assigned to them or created by them
Comment on tasks
Take part in discussions
Create and upload documents and files
Work from the mobile and desktop apps
Account Owners can review the full permission breakdown under Workspace Settings → Members & Permissions → Custom Roles & Permissions.
Tips for Guest Collaboration
Guests tend to like Nifty because everything — timelines, tasks, conversations, and files — lives in one place. A few ways to make that land faster:
Point Guests to the Home screen — it surfaces everything assigned to them in one view
Suggest the mobile app so they can review and respond on the go
Create a Guest Approval task status to automate approval handoffs. This is the approach used in the onboarding video below — feel free to share it when bringing Guests on
Make the Guest Experience Your Own with White Labeling
Guests are usually clients, and the invite email, login screen, and workspace they land on are often their first impression of how you work. A custom domain is included on the Business plan, and Nifty's White Label add-on takes it further by putting your brand — not Nifty's — across the rest of the experience.
The pieces that matter most when you're working with Guests:
Invitation and notification emails arrive from your own send address with your logo, so the invite you send in step 4 above looks like it came from you.
Your login page greets Guests with your logo and branding when they navigate to your workspace URL.
Brand colors and brand name replace Nifty's throughout the interface Guests see day to day.
A custom domain (CNAME) means Guests bookmark your URL instead of a Nifty one. See Setting up a Custom Domain.
Public share link customization carries your branding through to public progress roadmaps — useful for the clients who never sign in at all.
White Label is a paid add-on that the Workspace or Billing owner activates from Workspace Settings → Add-ons. Full setup steps, customization parameters, and pricing live in the White Labeling article.
Keeping Clients Updated Without a Sign-Up
Some clients would rather not create another account. They can still follow progress through Nifty's public progress roadmaps.
Don't have a Nifty account yet? Sign up for free!