Team owners and admins can choose to add a teammate as a restricted access user if they’d like to allow limited access to a team account.
By default, restricted access users can’t see any of the team projects & need to be manually added to certain ones.
👆 Note: Teammates can be given restricted access on Workflow plans only.
Adding restricted access users
Follow the steps below to invite a restricted access user 👇
On the Project Dashboard, click your profile image in the bottom left-hand corner. From the menu, select Manage Team.
Select Restricted from the dropdown menu.
Enter the email address of the person you'd like to add and select Invite.
Your teammate will then receive an email letting them know that you've invited them to join the team. This email will include a link that they'll need to click in order to accept the invitation.
Once they’ve accepted the invitation, you can begin adding them to certain projects. Locate the project(s) on the Project Dashboard and select +.
Enable the toggle to allow project access.
Removing restricted access users
To remove a restricted access user from a project, disable the toggle to remove access.
If you'd like to remove them completely from the team, head to the Manage Team page. Hover to the right of the teammate's details and select Archive user.
