Invite clients and freelancers as guests

Clients want to see how their project is going, and freelancers need to talk with the people they work with, but neither should see what the team tracks, bills or says to each other. Guests are made for that. When you invite someone on Team, choose Guest, tick the projects they may follow, or a whole client so new projects for that client are included automatically, and tick the people they may chat with. They get an email, sign in, and land on their tasks.

A guest reads the tasks on their projects and comments on them, with screenshots and files if they like. They can't change a task, move it or start a timer, and they never see time, estimates, budgets, rates or reports. In chat they're only in the conversations you add them to, and only with their contacts. Contacts work both ways, so nobody else on the team stumbles into a DM with your client, and a channel with a guest is always private. AI agents stay out of it: a guest can't message, mention or hand work to an agent, and an agent isn't added to a conversation with a guest.

So nobody says something internal in front of a client by mistake, the comment box on a task a guest can read says who can see it, and a conversation with a guest says that someone from outside the team is reading along. Admins see each guest's access on one line on Team, can change it or set a last day, and every change is logged. Guests work in the web app, the Mac app and the iPhone app, where they get Tasks and Chat without the timer. Like everything in Hourtick, guests are included on every plan.