How to promote a Guest to a Workspace Member

How to promote a Guest to a Workspace Member

Promote a Guest to a Workspace Member when they need ongoing access to the workspace instead of access to only specific boards or folders.

Before you start

  1. Guest management is available on paid plans.
  2. Only the Workspace Owner and Workspace Admins can promote Guests to Members.
  3. Before assigning an Editor or Admin role, make sure your workspace has an available license.

How to promote a Guest to a Workspace Member

  1. Open the workspace where you want to promote the Guest.
  2. Open the Workspace menu and select Workspace settings.


  3. Go to Members & Guests. 


  4. Switch to the Guests tab and find the user in the Guests list.


  5. Open the Actions menu.


  6. Select the option to promote them to a workspace Member.
    1. Promote to workspace admin
    2. Promote to workspace editor
    3. Promote to workspace viewer: This option is available only for Guest Viewers.
      

The user will become a workspace member and receive access based on their new role.
Info
When a guest is promoted to a workspace member, they retain their existing access to shared boards and folders.

Note

  1. Guest limits vary by paid plan. For details about the number of Guest Editors and Guest Viewers available on each plan, see Role limits across Visily Plans.
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