Inviting Guests to your Project

One of the many benefits of a SaaS product is the ability to collaborate with colleagues and clients. Castaway allows you to do both easily.

This article is specifically about inviting external people to your Project. The four most common use cases for this are:

1. an advisor wishing to share a project (file) with a client; 

2. a commercial accountant needs to share a file with a consultant, fractional CFO, Non-Executive Director or Board member external to their business;

3. a commercial customer needs to share a project with their accountant/ advisor; 

4. a Castaway user needs to (temporarily) share a file with Castaway Customer Success team in order to resolve a problem.

If you are looking for advice on sharing files with colleagues in your own organisation, please refer to our separate article on Adding colleagues to your Organisation.

Steps to invite a Guest to an existing Project

To collaborate with someone external to your organisation, also known as adding a Guest, you must first have a Castaway Project to invite them into.

Learn more about Creating a New Project if you haven't done so yet.

The Guest you are inviting does not require an existing Castaway account. They will be guided to register and create their own account once they receive your invitation.

1. Click on the Project you wish to share
2. Navigate to Overview
3. Under the "Shared with" tile, click on Add
4. Click Invite User to begin inviting your new user
5. You will be presented with a form. Please complete all fields
6. Decide on their role by selecting between Active (full access right) or Read Only (limited rights)
7. Once you have completed the form, the Send Invitation button will be live. Press this and your colleague will be emailed instructions to Register for a Castaway account (if they have not already) or accept the invitation to join your Organisation.
8. The invited Guest will receive an email with instructions that will allow them access to your Project

Please note there is a distinction between what an Organisation User can see within an Organisation account and what an invited Guest can see:

• Organisation Users can see and access ALL Castaway Projects in the Organisation to which they belong, unless the project is deemed "Private".
• Invited Guests will only be able to access and work with Projects they have been invited to. Even then, invited Guests can only work with projects to the level of access that has been approved for them. Invited Guests will not see any other files in your Organisation list.