Configure the Guest Portal

The Guest Portal in PSOhub controls how Guest users experience your PSOhub environment. It allows administrators to define which portal features are available, how information is presented, and what Guest users can interact with when accessing projects and plans.

This article explains how to configure the Guest Portal so Guest users only see what is relevant to them and can interact with PSOhub in a controlled and secure way.

Before You Begin

Before configuring the Guest Portal, make sure the following requirements are met:

✅ You have permission to manage Guest settings in PSOhub (typically Admin access)
✅ Guest users have already been created or will be created after configuring the Guest Portal

Configure the Guest Portal

This section explains how to access and configure the Guest Portal settings in PSOhub. These settings apply globally and define the default appearance and behavior for all Guest users.

Access Guest Portal Settings

To configure the Guest Portal, you first need to access the Guest Portal settings in PSOhub.

In the main menu bar, click the gear icon to open Settings.
In the left-hand menu, select My Organization
Click Guest Settings
Open the Guest portal tab.

 

This page contains all global Guest Portal configuration options, including appearance, branding, and default Guest user access settings.

Changes made on this page affect how the Guest Portal looks and behaves for all Guest users. It also determines the default visibility settings for your guest accounts.

Guest Portal Appearance and Branding

These settings control the visual appearance of the Guest Portal. They allow you to customise the look and feel of the portal so it aligns with your organisation’s branding.

Use the fields in this section to configure the Guest Portal top bar:

Field	Description
Top bar image	Upload an image (such as your logo) to display in the Guest Portal top bar
Top bar color	Defines the background colour of the top bar
Top bar text	Adds custom text to the top bar, such as your company name
Top bar text color	Sets the colour of the top bar text
Top bar text size	Adjusts the size of the top bar text
Top bar text position	Controls the horizontal position of the top bar text

As you adjust these settings, the Preview guest account panel updates in real time so you can see how the Guest Portal will appear to Guest users.

Note: These appearance settings apply to all Guest users and cannot be customised per individual Guest account.

Default Guest Settings

Default Guest settings define the baseline access and visibility applied to all Guest users in your PSOhub environment.

These settings determine what Guest users can see and interact with by default when they access projects and plans.

Access and financial settings

Use these toggles to control default Guest access to tasks, financial information, and invoicing features.

Setting	Description
Tasks and plans only	Limits Guest users to task and plan information only
Financial information (budget/invoiced) on projects	Allows Guest users to view project budget and invoiced values
Approve invoices	Allows Guest users to review and approve invoices
Hide effort & used	Hides effort estimates and used hours from Guest users.  Important: When enabled, effort estimates and logged hours are hidden from anyone accessing the plan through a shareable link.

Menu visibility settings

These settings control which menu items are visible to Guest users in the Guest Portal.

Setting	Description
Hide Team tab	Limits Guest users to task and plan information only
Hide Conversations tab	Allows Guest users to view project budget and invoiced values
Hide Files tab	Hides the Team view from Guest users