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There are two ways to give someone access to your company’s portal, depending on who they are and how much access they need.

Team members

A team member has their own login (email and password) and a role — Owner, Admin, or Member — that determines what they can do. Team members are added by sending an email invite.

Inviting Team Members

Send an email invite and assign a role

Guest accounts

A guest account is a shareable link, not a login. There’s no email, no password, and no separate account to manage — anyone with the link gets access, optionally until it expires. This is useful for external collaborators or one-off access that doesn’t need a full team member seat.

Creating Guest Accounts

Generate a shareable access link

Which one should I use?

Team memberGuest account
How they get accessEmail inviteShareable link
Needs a passwordYesNo
Can be assigned a role (Owner/Admin/Member)YesNo — always limited access
Can expire automaticallyNoOptional
Best forPeople on your teamExternal collaborators, temporary access