How can we help you?
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Getting Started
- What is HuddleIQ?
- Creating an Account
- Members, Guests, and Visitors - Differences
- Your Profile
- What is a Board?
- What is the DashBoard?
- What is a Project?
- What is a Member?
- Becoming a Member or a Guest
- Notifications
- Task List
- What is a Visitor?
- What is an Invitation?
- Board Roles and Permissions
- Project Roles, Permissions, and Settings
- Free Forever Plan
- Providing Feedback
- Getting Help
- What's New
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Using the Dashboard
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Using the Board
- Alignment Aid
- Attendee's List
- Board History
- Borderless Video
- Changing the Background
- Changing the Object Shape
- Collaborator's Cursors
- Exiting a Board
- Export Embed Code
- Full Screen
- Import and Export
- Keyboard and Mouse Shortcuts
- Linking Objects
- Object Defaults
- Pasting on the Board
- Saving a Board
- Selecting Multiple Objects
- Selection and Panning
- Selection versus Edit Mode
- Settings & Integrations
- The Toolbars
- Track and Aid
- Undo and Redo
- Using the Board Map
- Zooming
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Board Tools
- Align and Arrange Objects
- Cards
- Chat
- Checklists
- Comments
- Comments List
- Container
- Creating Your Own Templates
- Custom Colors
- Documents and Presentation
- Embed iFrame or URL
- Eraser
- Export the Board
- Lists with Indents
- Library
- Lines and Arrows
- Objects
- Pen and Highlighter
- Polls
- Votes
- Presentation Mode
- Resources
- Shapes
- Images as Backgrounds
- Slides
- Sticky Notes
- Task Timer
- Templates
- Title
- Video and Screen Conferencing
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Templates
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Integrations
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Administrators
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Dashboard Video Tutorials
- Dashboard Basics: An Introductory Guide - Video
- Members, Guests and Visitors Differences - Video
- Managing Members & Guests - Video
- Exploring Projects, Boards & Dashboard - Video
- Private vs. Shared Projects A Comparison - Video
- Creating a Board A Simple Guide - Video
- Mastering 'My Boards' - Video
- Managing Board Operations Duplication, Moving, Renaming, Deletion - Video
- Board Information How to Get More - Video
- Profile Management Tips - Video
- Providing Feedback A How-To - Video
- Staying Updated Viewing New Features - Video
- Role of Administrators in HuddleIQ - Video
- Optimizing Your Organizational Profile - Video
- Subscription Management - Video
- Billing Management - Video
- Slack Integration: A Guide - Video
- Google Drive Integration: A Guide - Video
- Getting Help Resources & Tips - Video
- Recycle Bin A Comprehensive Guide - Video
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Board Video Tutorials
What is a Visitor?
A visitor is someone that can be invited to access a board without being registered with HuddleIQ, however, visitors may never access the dashboard.
Visitor Board Roles
A visitor may be invited as a Board Viewer, Board Commentator, or a Board Editor; they may not be invited as Board Facilitators or Board Hosts.
Review board roles and permissions to see what actions visitors may undertake for the board role assigned.
On the invite page of a board, select the board role and click “Copy Visitor Link” and distribute the link using your preferred method of communication.
Inviting Visitors
The create and manage an invite article details the process of inviting visitors. Note, visitors will have access to the board for so long as the invite remains.
Are Visitor Invites Allowed By Default in Shared Projects?
No. Whether visitor invites are allowed is determined per project, where a project manager may enable project managers and project editors to create visitor invites.
Can I Invite Visitors to Boards in my Private Projects?
Yes
Visitor Licencing
Each visitor license may be used concurrently. For example, if you have ten visitor licenses and five members, each member may open a board and invite ten visitors each simultaneously.
Visitor licenses cost the same as a member license, and you may allocate licenses accordingly in the subscription area.
What Happens if Too Many Visitors Open a Link?
If the number of visitors actively on the board reaches the number of visitor licenses, the next visitor to open the link will be denied access.
Applies To: Board Editors, Board Collaborators, Board Viewers
Plan Availability: Standard, Premium