1.4: Members vs. Guests

22 comments

.K-yPRPi9-u9

We have a limited number of our team using Asana but I would love to give "guest status" to a few of them to give visibility to projects that impact them. Unfortunately, they have email addresses with our domain name and get invited as members. Is there a way around this? I don't need these people to adjust anything inside Asana.... just have the ability to see projects.

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4 months ago

Administrator

paulminors

I'm afraid the only workaround here is to invite them using a non-company domain email (like a personal email address) so that they can be set up as guests.

9 months ago

Sheila Bo Beila

What if I'm adding vendors who never use Asana. They would need to create an account for my projects but I'm wondering if they would access it much if they're not used to using it.

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9 months ago

Administrator

paulminors

To confirm, yes they need an account in order to access Asana. I guess it's up to you whether this is worth it for them or not.

2 years ago

Margot Sunter

I don't see limited access members in Asana - was this changed?

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2 years ago

Administrator

paulminors

Can you please email me with a screenshot of what you're seeing?

2 years ago

fmk

I have had some past employees who are no longer with the business however when I go to assign a task I still see their names / photos as an option? Is there a way to not have that show in the dropdown? They have all been removed from projects & Teams. It’s more just confusing or I worry I will accidentally assign an old employee a new task.

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2 years ago

Administrator

paulminors

Sounds like you need to go to the 'Admin Console', click on 'Members' and you should be able to permanently remove them from there.

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2 years ago

fmk

Thanks heaps! Just had a look and think I can't do that on the free version. Due to this course, we will upgrade so thanks! On that note, do you have an affiliate link for this so you can get the tiny kickback since you've inspired us to join up?

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2 years ago

Administrator

paulminors

Thanks, yes I do. You can click this link before upgrading: https://paulm.in/2BFvAvR

3 years ago

john.white

Is there a way to change my account from a Workspace to an Organization? I started years ago with a gmail, however, now have a domain email (as do the other members of my account?

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3 years ago

Administrator

paulminors

Yes, you can do this in your account settings. You'll see an option to convert from a workspace to an organisation. You'll need to identify the primary domain associated with it as well.

3 years ago

Unverified comment

Peyton

Thanks for the mind map recommendation. I just did a deep dive into that.

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3 years ago

Administrator

paulminors

You're welcome. It's a very useful exercise to work through before getting into the actual set up.

3 years ago

Kim R

In this video, you demonstrated the fact that you can show the "view" in Asana that another user sees. How can I do that? In other words, how can I see Employee A's access/view in Asana? For example, if Employee A participates in Projects A, C, and E, where do I click to confirm what Employee A has access to?

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3 years ago

Administrator

paulminors

To truly see what they can see, you would need to login to their account. Besides that, it's about adding them in the right place. If you add them to the team, they'll see all public projects in the team. If you add them to a project but not the team, they'll only see that project.

3 years ago

Unverified comment

Hope Frants

can you add and delete a member across all portflios ? Lets say an employee quits or a new employee joins the team

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3 years ago

Administrator

paulminors

Hi Hope, I'm afraid you would need to add/remove them from each Portfolio one-by one.

4 years ago

Unverified comment

Samantha Firestone