Onetrace empowers you to provide guest access to clients, auditors, and others for multiple projects in a single step, with no limitations on the number of projects you can include.
✨ Only Admins and Account Owners have the authority to grant guests access to projects.
This guide will help you with the steps to:
Remove guest access from a project
Steps To Give Guess Access to a Project
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Guests tab.
☝️ Guests: They will be granted read-only access to specific projects chosen by the admin. They will not be able to perform tasks using the mobile app or make alterations to any information. Typically, guest access is extended to clients or third-party members such as auditors.
4. Click the name of the guest to whom you wish to grant access.
5. Select the project/projects using the Project Access dropdown menu.
✨ You can add multiple projects by checking the boxes on the left.
6. Click the Add button.
👇🏻 This is how the projects with granted access will be displayed.
Steps to Remove Guest Access from a Project
1. Log into your account at app.onetrace.com
2. Choose the Settings tab using the left navigation bar.
3. Click the Guests tab.
4. Click the name of the guest whose access you wish to remove.
5. Click the three dots next to the project name within the Project Access block.
6. Click the Remove Project button.
Need more help?
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