Inviting Guest Users to Moovila

A guest user is someone from outside of the enterprise who has been granted access to Moovila for interaction on projects. Oftentimes this is a customer or vendor who will be assigned tasks in a project, or who simply needs access to monitor progress. Below is a breakdown of how to add these users. You may also wish to: read about Restricting Visibility in Projects to see how to limit visibility of sensitive information or share a Guest User Welcome + Introduction video with the users you've invited.

1. Click on the More Options icon in the left navigation to open the menu, then select User Admin.
   
    
2. The User Admin dialogue opens. Click the “+” button at the bottom of the screen and a new green row will appear.
   
    
3. Enter the email address for the guest user (this will also serve as their login ID). The guest user’s email address must be associated with a domain outside of your enterprise. Enter their first and last name, and then select Guest User from the License Type column. 
   
    
4. Click on the “Send Invite” icon to send an activation email to the new user. The guest user will receive an email from Moovila and will need to follow steps to activate their account. Note that until their they have been added to a team and their team has been added to projects they will not see any projects or tasks when they log into Moovila. 
   
   
    
5. Now that the guest user has been added, they may be added to a team. To add a new team member:

6. a.

   Click into the More Options menu at the bottom of the left navigation, then select the Team Admin option.
   
    

   b.

   Select the team you’d like to add the guest member to from the listing by clicking on the team’s title.
   
    

   c.

   The Team Admin dialogue for that team opens. Click the Add Team Members button.
   
    

   d.

   A listing of potential team members opens. Select anyone you’d like to add to your team.
   
    

   e.

   The new team members will appear in the listing in green. By default, they will all be added as a standard “member.” Click on the button in the Type column to modify this setting. The options for guest users are:

   i.	Member – This user can view all team activity but can only edit and delete their own tasks, not those created by others.
   ii.	Viewer – This user can view activity but cannot create or be assigned tasks.

   

   f.

   Click Save to move forward and add the new member(s) to your team.