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Guest User

Guest users offer a safe and simple way to include external people in projects. They sign in with a magic link and only see content that's relevant to them.

Guest users let external people – like customers or partners – securely access their own projects in Leadtime. With clearly limited permissions, internal data stays protected, while working with external collaborators remains efficient and transparent.

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Guest access is basically free of charge and doesn't create any extra license fees.

Benefits of guest users

  • Transparent collaboration

    External people (like customers) can be directly added to projects, check tasks, or leave feedback—no separate communication channels needed.

  • Time saver

    Project statuses are always clear. No more asking about progress or tasks—customers can check the current status themselves.

  • Data security

    Guest users only see projects linked to their organization. All other data stays hidden to make sure internal processes stay confidential.

Organizations – Members


Inviting a guest user

1. Add a member to an organization

  • Go to Organizations.

  • Pick the organization you want.

  • Open the Members tab and click Add member.

  • Enter the contact's basic info (name, position, email address).

2. Allow access to the system

  • Switch on the Allow access to the system option.

  • Under User role pick the Guest role.

3. Send invitation

  • Save the record.

  • The invited guest automatically gets an email with a magic link, which lets them log in once.

  • No more password assignment – login only happens via temporary access codes sent by email.

4. First Login

  • After clicking the magic link, the user gets taken to a welcome page.

  • There, they confirm their email address and can instantly access the projects shared with them.

Organizations – Members


Rights and Restrictions of Guest Users

  • Access only to projects in their own organization

  • No access to internal projects or internal communication

  • Ways to use:

    • View and comment on tasks

    • Track progress

    • Leave files or feedback

No access to:

  • Billing

  • Time tracking of other team members

  • Organization or team member settings

This structure ensures max security while keeping things transparent for external partners.

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