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.

There are two ways to invite guest users: via User Admin or via the Team Admin.
 

To invite guest users via User Admin:

1. Click on the More Options icon in the left navigation to open the menu, then select User Admin.
   
    
2. The User Admin dialog 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. 
   

To invite guest users via Team Admin

Now that the guest user has been added, they may be added to a team. To add a new team member:

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

   

2. Select the team you’d like to add the guest member to from the listing by clicking on the team’s title. Note that in order to add a guest user to a team that team type must be set to "Extended."
   
    
3. The Edit Team dialog opens. Click the Invite Guest User to Team button.
   
    
4. The Invite Guest to Team dialog opens. Enter the user's first name, last name, email address, and optionally, their organization and job title. Click Invite.
   
    
5. A confirmation window will open indicating the the guest user was successfully invited. Click OK to close.
   
    
6. The guest user now appears in that team as well as in the User Admin listing.