Agency or Individual Contractor Guest Role

The Agency or Freelancer guest role enables clients to maintain ownership of their Workspace while securely— and efficiently—bringing on board a guest (such as an agency or individual contractor) into the Workspace. Agency and individual contractor guests will be granted access to sites within their client’s Workspace but won’t have access to confidential Workspace settings.

This tutorial will cover:

1. How the Agency or Individual Contractor guest role operates
2. Guidelines for Agencies and individual contractors
3. Client instructions

How the Agency or Individual Contractor guest role operates

The Agency or Individual Contractor guest role allows clients to invite guests (agencies and/or individual contractors) into their Workspace. As a Workspace owner, you have the ability to extend invitations to guests!

Clients that might wish to invite a guest into their Workspace include:

• An agency inviting a freelancer
• A small business inviting an individual contractor
• A large business inviting an agency

Once a guest becomes part of a Workspace, they will have access to both new and existing sites within the Workspace. Guests can also create, duplicate, and clone sites, accept site transfers, and purchase templates.

The Agency or Individual Contractor guest role is able to access:

• Workspace sites they have permission to access
• 2 Workspace settings: Integrations and Templates
• The Editor

The Agency or Individual Contractor guest role cannot access:

• All other Workspace settings (Workspaces, Members, Plans, Billing, and Partner Settings)

Guest roles and authorizations

Clients with a Growth, Agency, or Enterprise Workspace can further customize or allocate their guest’s rights based on other site-specific roles and permissions. When inviting the guest, they can assign their guest to one of the following site roles:

• Site administrator
• Can design and publish — Default guest role on Growth Workspaces
• Can design
• Can design (restricted) — Exclusive role for Enterprise

They can also modify the guest’s publishing rights. Explore more about site-specific roles and permissions.

Guidelines for Agencies and Individual Contractors

Eligibility for the Agency or Individual Contractor Guest Role

To become a guest in a client’s Workspace, you must be:

• An owner/admin/member of a Freelancer Workspace plan, or
• An owner/admin/member of an Agency Workspace plan

Note: If you receive an invitation to someone’s Workspace as a guest but do not have an Agency or Individual Contractor Workspace yet, you can either add an Agency or Individual Contractor Workspace plan to one of your existing Workspaces or establish a new Workspace with an Agency or Individual Contractor Workspace plan. Learn more about adding an Agency or Individual Contractor Workspace plan.

Steps to being invited to a client’s Workspace

To be a guest in another person’s Workspace, you must first ensure you possess the correct Workspace plan (i.e., an Agency or Individual Contractor Workspace plan). If you do not have an Agency or Individual Contractor Workspace plan, you will need to add one to an existing Workspace or create a new Workspace with an Agency or Individual Contractor Workspace plan. Subsequently, provide the Client guidelines to your client so they can send you an invitation to their Workspace.

You will receive a guest invitation via email. To accept the invitation, click Accept invitation in the invitation email, then click Accept for the pending invitation in your Dashboard.

You can also decline an invitation from your Dashboard if you do not wish to be added as a guest to the Workspace.

Note: You can be a guest and/or member in up to 100 Workspaces. 

Accessing a client’s Workspace

You can access the client’s Workspace from the Workspace dropdown in your Dashboard.

As a guest in a Workspace, you will have access to all Workspace sites and folders, as well as Workspace Integrations and Templates. You will not have access to other Workspace settings. While operating in a client’s Workspace, you will notice a purple “Guest” indicator on your Dashboard page.

Management of your Agency or Individual Contractor Workspace plan

There are several considerations you should bear in mind when serving as a guest in someone’s Workspace:

• If you remove a member of your Agency or Individual Contractor Workspace, they will also be removed as a guest from any other Workspaces to which they were invited, unless they possess an Agency or Individual Contractor Workspace plan
• If you terminate or downgrade your Workspace plan, you or other members of your Workspace who are guests in other Workspaces may be removed from those Workspaces if you or they lack an Agency or Individual Contractor Workspace plan

How to withdraw from a client’s Workspace

You can choose to exit a client’s Workspace:

1. Go to your Dashboard
2. Hover over the Workspace dropdown menu
3. Click Manage Workspaces
4. Click the “three disclosure dots” next to the Workspace you wish to leave
5. Click Leave Workspace

Client Instructions

If you possess a Workspace plan (which includes Starter plans and Agency or Individual Contractor plans), you can invite guests to your Workspace at no extra charge. The number of guests invited will not impact your Workspace seat count. You can have a maximum of 2 guests per Workspace on Starter, Core, Growth, Freelancer, or Agency plans. On Enterprise Workspace plans (or if you are an Enterprise Partner), you can accommodate up to 10 guests. Regardless of your Workspace plan, you can be a member of up to 100 Workspaces.

How to invite a guest to your Workspace

Workspace owners, administrators, and members are capable of inviting guests to the Workspace, as well as removing guests from the Workspace.

Note: Guests cannot extend invitations to other guests for a Workspace.

To invite a guest to your Workspace:

1. Click the Accountdropdown menu in your Dashboard
2. ClickWork Areas
3. Opt for the Workspace where you wish to include your visitor
4. Navigate to the Members section > Agency or Freelancer Guests‍
5. Hit Ask guest to join‍
6. Enter the guest’s email into the specified field
7. Press Ask

Subsequently, your guest can acknowledge the invitation to access your Workspace. They will require an Agency or Freelancer Workspace subscription to accept the invitation.

For reissuing the invitation

If the invitation is still pending, you can resend it. Here’s how:

1. Access the Accountdropdown found in your Dashboard
2. Select Work Areas
3. Pick the Workspace where you initially invited the guest
4. Go to the Members section > Agency or Freelancer Guests
5. Tap the “3 more options” icon beside the guest you wish to resend the invitation to
6. Click on Resend invitation

For revoking the invitation

If you mistakenly sent an invite to an incorrect individual, you can withdraw it, given it’s still pending. In case the invitation is no longer pending, you can eliminate the guest from your Workspace.

To withdraw a pending guest invitation:

1. Locate the Accountdropdown on your Dashboard
2. Choose Work Areas
3. Select the Workspace where the guest was invited
4. Proceed to the Members section > Agency or Freelancer Guests
5. Click the “3 more options” icon next to the guest you wish to cancel the invitation for
6. Press Revoke invitation

How to eliminate a visitor from your Work Area

Once you remove a visitor from your Work Area, they will lose access to it and its contents unless you opt to invite them again.

To remove a visitor from your Work Area:

1. Click the Accountdropdown in your Dashboard
2. Select Work Areas
3. Pick the Workspace where the individual was invited
4. Visit the Members section > Agency or Freelancer Guests
5. Tap the “3 more options” icon beside the visitor you want to exclude from your Work Area
6. Press Exclude from Work Area
7. Enter “REMOVE” in the Member confirmation dialog box
8. Hit Exclude

Remember: Visitors are unable to remove themselves from your Workspace.

How to see a roster of guests in your Work Area

To review all guests within your Work Area:

1. Access the Accountdropdown on your Dashboard
2. Click Work Areas
3. Select the Workspace where you wish to see the guests
4. Navigate to the Members section > Agency or Freelancer Guests