In the following video you will get an overview of how guest accounts work and how you can invite your customers as guests to one or more projects. To get a complete understanding, please take a look at the rest of the article below.

Guest Accounts

With guest accounts you are able to invite your customer as a guest to one or more projects.

Create a guest account via User Management in PSOhub settings:

Here you can assign to which projects you want the guest to have access. Guests can also have optional access to the financial information of projects and can also be authorized to approve (and automatically send) the invoices of a project.

Once you are done, simply click Send Invite(s); your customer will now receive an email inviting him to log into PSOhub as a guest account.

Create a guest account via the project team:

A project manager can also invite a customer as a guest via the project team.

If the customer is already defined as a guest account you will see him by clicking on the dropdown arrow.

If the customer hasn't been defined yet, you can invite him directly from here. The same screen as in the User Management will appear with the same options i.e. they can have optional access to the financial information of projects and can also be authorized to approve (and automatically send) the invoices of a project.

Once you are done, simply click Send Invite(s); your customer will now receive an email inviting him to log into PSOhub as a guest account.

Your subscription plan will define how many guests you can invite; the table below shows the number of guests as of February 2021.

Trial

Unlimited

Starter

10

Rise

30

Growth

Unlimited

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