Invite the team.

An invitation says what whoever comes in will be able to do, never “manages”. Then you decide who sees what, page by page, even for a limited time.

The steps

From Settings, or from a space.

Invite by email.
In Settings, People, Invite by email…. Or, on a space, Invite to this space….
Choose what they will be able to do.
Of the four default roles: Reads, Comments, Edits, Manages. An invitation never gives “manages”: the database rules forbid it too.
Wait for the yes.
The mail is sent by Fallthere, with a single sender. Whoever is invited finds it on entering, even without an organization and without an account: the account is born with the invitation, with no password, and you sign in with a link by email.
Check what they would see.
Before sharing you can ask What would they see…?: it says what they can and cannot do, for example “Can read and export; cannot edit”.
Give a timed access.
In the sharing window, For how long: forever, a week, a month. On the date the access ends on its own.
Write the roles you need.
In Roles you create a role with the capabilities you choose, for example an “External reviewer” who can read, comment and export. The description is mandatory.

Nine capabilities, and a chain.
Read, comment, edit, create inside, move to the trash, share, export, use Pan, read reserved fields. Ticking “share” also ticks the ones it needs.
Teams have their own space.
In Teams you put people in teams and teams in spaces. The team’s space is born with the team: joining the team means joining the space.
Newcomers have the welcome.
If you wrote one, whoever comes in finds its steps to take, one at a time.

Does a guest need an account?

To enter the space yes, but the invitation creates it. To fill in a form or book a meeting no: those are public pages.

Can I remove an access?

Yes, whenever you want. A timed access ends on its own on the chosen date.

Who can invite?

Whoever has the permission to manage people, or to share that space.

We show it to you live.

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