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Only Owners and Admins can create guest accounts.
A guest account isn’t a login — it’s a shareable link. Anyone with the link gets access to your portal, with no email and no password required.

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Create a guest account

  1. In the sidebar, go to Authorization > Accounts > Guest Accounts.
  2. Click New guest profile.
  3. Enter a Name to identify this guest account later (e.g. “Sales Demo”) — this is just a label for your team, not the guest’s name.
  4. Optionally, check Allow interactions (see below).
  5. Optionally, set Expires at to automatically revoke access after a certain date and time.
  6. Click Create.
Once created, the guest account appears in the list. Open its actions menu and choose Copy link to get the shareable URL — send this to whoever needs access.

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View-only vs. interactive access

By default, a guest account is view-only — the guest can browse content but can’t create, edit, or delete anything. Checking Allow interactions when you create the account lets the guest create, update, and delete content within your company, the same as they would if editing directly. Only enable this for guests you trust with write access.

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Managing guest accounts

From the list, each guest account’s actions menu lets you:
  • Copy link — get the shareable URL again at any time.
  • Activate / Deactivate — temporarily turn access on or off without deleting the account.
  • Delete — permanently remove the guest account. This immediately revokes access for anyone using the link.
The list also shows each account’s status (Active, Inactive, or Expired) and whether interactions are allowed.

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Guest buttons on the login screen

A guest link isn’t the only way in — your portal’s login screen also lists a button for each usable guest account, so visitors can get in without following a shared link.
Placeholder image — replace with an actual screenshot of the portal login screen’s guest buttons.
  • The buttons only appear on your portal’s own login page (e.g. your-company.portal-domain.test), below an Or continue as guest divider.
  • Each button is labeled with the guest account’s Name, and only shows up while that account is Active and not Expired — deactivating, expiring, or deleting a guest account removes its button automatically.
  • If your company has no usable guest accounts, the divider and buttons don’t appear at all — the login screen looks like a normal email/password form.
  • Clicking a button signs the visitor in immediately as that guest, with no email or password prompt.