Converting Members and Guests

When you want to provide limited access within your Workspace, you can invite users as guests to ensure they only get access to the items you want them to see!

Converting a member to a guest will remove their access to Spaces and prevent them from creating Spaces, Folders, and Lists. 

You're also able to remove access to time logs, time estimates, tags and custom fields from guests. 

Keep in mind that members converted guests will only have access to private Folders, Lists, or tasks that they've been invited to. Often this will be none, so its good practice after converting them to a guest, to share each item they still need access to.

How to Convert a Member to a Guest

Note: Only available to admins or Workspace owners

1. Open your Workspace settings

2. Click on the People page

3. Find the Role column and change to Guest

4. That user will now be located in the Guests list

How to Convert a Guest to a Member

Note: Only available to admins or Workspace owners

1. Navigate to the People settings page

2. Proceed to the Guests tab

3. Click on the ... in the Settings column for the guest

4. Choose Make full member 

Note that if you're on a paid plan and you convert a guest to a member, if you don't have a member seat available, you'll incur a charge for adding a new member to your Workspace. More information on Billing FAQs can be found here.