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Apr 1, 2015 by Vadim Katcherovski in Project Management 101 & Tools

Who are Guest Users and what can they do?

Sometimes, in addition to your direct team, you also have customers, vendors or other stakeholders who need to collaborate on your project.

Guest Users is the best option for this. Here is why:

  • They’re free!
  • They work through Guest Portal, which has next to no learning curve.
  • Your sensitive data is protect, since they only have access to the projects and tasks they’ve been assigned to.

Once you assign a Guest User to an activity (task) in a project, here is what he or she can do:

  • View overall Project Progress;
  • Submit new Requests and Issues;
  • Track Status of such Requests or Issues;
  • View and Update Tasks they you assign the them;
  • Upload and Download Files;
  • Collaborate via Message Board;
  • Use Custom Forms.

Guest Portal

Guest Users cannot track time, create new tasks or access any activities that were not specifically assigned to them.

Here are some possible scenarios for using the power of Guest Users:

  • Work results review and approval by Clients;
  • Submission of change requests;
  • Reporting of issues/bugs;
  • Submission of new new project requests;
  • Project status monitoring.
  • And much more…

For example, you can greatly reduce turn-around time and eliminate micromanagement if you let your customers submit new work requests through Guest Portal. Such requests can be automatically assigned to the appropriate team member and will show up on their “My Assignments” page or routed to a Manager for a triage.

Guest Users can help you drastically reduce or eliminate telephone calls/emails, lengthy status meetings, or phone conferences. By providing your customers with the access to Easy Projects, you’ll increase their satisfaction, increase your team productivity, and reduce overall costs.

To see the Guest Portal in action, be sure to watch this video:

Vadim Katcherovski

Vadim Katcherovski is the CEO of Logic Software Inc. based in Toronto, Canada. He has over 20 years of experience in the IT industry and has managed dozens of software development projects.