If you want to share an item in Paymo with a guest, always look for the Share box with sharing settings. The orange eye icon will then show you the number of guests the item has been shared with.

Sharing access in Paymo

How to share a project with a guest

To share a project with a guest, click on the Assign users area (top right corner) → Search the existing guests → Select which one to be assigned to the project.

How to share a project with a guest

You can also invite people who are not part of Paymo yet, then set them up as guests.

How to share a project with new users

NOTE: Guests DON'T have access to sensitive data like the Time Worked, Unbilled AR, and Project Timesheet areas. The Files area (of the project) will remain designated only to you and your team, so you can collaborate in a shared, private space.

You will still be able to collaborate with guests in a limited context. Meaning they will have access to the files inside a task and task comment, as well as those within discussions.

How to share a task with a guest

To share a task with a guest, open the Full Task DetailsClick on the visibility dropdownVisible to Guests and our Team.

How to share a task with a guest

This will allow all guests that you’ve shared the project with to view the task, comment on it, as well as access the files attached to the task and task comments.

You’ll also notice that shared tasks will have an orange eye icon displayed in front of them.

Task visibility in Paymo

How to share a discussion with a guest

Discussions are the best place to brainstorm ideas with a client (read guest) in a secured place, without having to resort to long threads of emails and calls.

To share a discussion with a guest, go to Discussions → Open an existing discussion → Click on the visibility dropdownVisible to Guests and our Team.

How to share a discussion with a guest

How to share a time report/invoice/estimate with a guest

To share a time report/invoice/estimate with a guest user, click on the Visibility dropdownSearch and select which guests to be assigned.

How to share an invoicewith a guest

The permalink is now available under this area functioning as an anonymous access – useful in case you want to share the item with a person who you don’t necessarily want to invite in as a guest user.

New permalink position in Paymo

NOTE: If you share an invoice or estimate with a guest user, the "seen" status will show up only when the person has clicked on the permalink shared with them.
Was this article helpful?
Cancel
Thank you!