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Members, Guests, and Visitors – Differences
What is a Member
A member is a registered user within your organization, granting them access to the dashboard. Members can create or be part of projects, boards, and invitations. They have the authority to set board and project permissions and interact with other members and guests of the organization. Additionally, members can assume any board role, including board host, facilitator, editor, commentator, or viewer.
What is a Guest
A guest is a registered user within your organization, granting them access to the dashboard. While guests cannot create projects, boards, or invitations, they can be granted access to projects or invited to boards. Guests can be given the board roles of board editor, commentator, or viewer, and have the same abilities on a board as a member.
What is a Visitor
Visitors are unregistered external users without access to your organization’s dashboard. They enter a board through a specific link, which determines their role (editor, commentator, or viewer), link validity time, and activation time.
The number of visitor licenses is based on the chosen plan. Visitor licenses are also concurrent, so with 20 visitor licenses, each open board can accommodate up to 20 visitors at a given time. There are no restrictions on the number of boards that can be open at any one time, each with up to 20 visitors as shown in this example.
Restriction: Since visitors are temporary users who are not registered, certain functionalities are not allowed, such as mentioning others in comments, creating or participating in cards, creating templates, starting a video conference or presentation, and exporting the board.
What is a User?
At HuddleIQ, a user is simply someone who uses the platform, be it a member, guest or a visitor. We tend not to use the term and focus on using the terms members, guests and visitors.
|Assign Project Access||Yes||No||No|
|Open Boards via the Dashboard||Yes||Yes||No|
|Open Boards via Visitor Links||N/A||N/A||Yes|
|Host Board Role||Yes||No||No|
|Facilitator Board Role||Yes||No||No|
|Editor Board Role||Yes||Yes||Yes|
|Commentator Board Role||Yes||Yes||Yes|
|Viewer Board Role||Yes||Yes||Yes|
|Join a Conference||Yes||Yes||Yes|
|Join a Presentation||Yes||Yes||Yes|
|Start a Conference||Yes||Yes||No|
|Start a Presentation||Yes||Yes||No|
|Mention in Comments||Yes||Yes||No|
|Create a Template||Yes||Yes||No|
Plan Applicability: All plans