Supporting guests on teams

We would love this feature too. Sometimes we have guests who need to be across information just in case someone is away and rather than tagging 4 people it would be good to utilise teams to manage this. Or perhaps an external party or department may have access to a board and wouldn’t be using the board any other way except to obtain information.
I think we would use the tags much more and have a much faster reply rate if this was possible.

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This is a feature of Wrike, which I’ve moved from. Let’s say that you need multiple people to share a board with or multiple people to add to a task. This happens all the time. For example, we have a high-level board with projects, a detailed board with the actual project delivery, another board with special projects. In all cases, we are adding multiple people to the board AND the tasks.

In wrike, you can either add a “group” or an individual to a task or project. This makes sense. Example:

Client - Group: Executives
Client - Group: Subject-Matter Experts

It is time consuming and inefficient to add every person individually. If we could add either, it would save so much time.

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Yeah this would be a very essential feature.
You could even make 2 Separate team functions.
Guest teams
and Team

I work in construction and we have sometimes the usefullness of having not just the workforce managers and project managers and any kind of manager basically, but also to invite the workforce itself, cause often filling out forms and putting upp walls is a part of progress tracking so we know when we can send in the next guy so to speak.
And when we can send in inspectors.

I takes very long time to put in every person from every specfic company, would be easier if you could save it into a guest team, so if you hire the same company to do the Bathroom tiles again, i can just ask their manager if their team had any employment updates. Most often he would say no, and i could just add the guest team.

Now i have to look up every specific person in the team he has, and add them 1 by 1 again.

2 Likes

So this function was never added? I would love this feature as well.
We work with corporations and government agencies at times with large boards that we add as guests. I need to make it as simple as possible for them to understand Monday.
Making teams available for guests would definitely help so that they will only get notifications pertaining to them and not any others.
These older generations have a very difficult time understanding new software.

This feature would be useful for email integration notifications as well. As of now if multiple guests need to receive an email notification based on an integration trigger I have to create an integration for each guest. It would be nice if I could group the guest in a team and then only have to create one integration.

+1 from me. I’d love to see this implemented too.

We really need to add guests to teams. Please make this possible.

I concur with the previous comments, but w encounter scenarios which have not been mentioned.

We partner with external organisations and freelancers who we need looped into our project management and tasking processes. They users get guest accounts as they are external to our org, and limited usually to one or two boards out of the dozens we have. However, often these users are actually working on multiple projects with us, and are essentially part of the core team, but with limited rights to access our company workspaces.

The ability to add guests to teams would perfectly address this synergy. While on the one hand I can concept of concerns regarding the commerciality of this… the fact is that allowing us to merge others into our platform ultimately benefits all parties.

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We’d also love to use this feature please. We are a drama school, and have 15 teachers who have no need to be able to edit anything, but we put their teaching timetables into boards. It’d be incredible to be able to add them all as a Team into each board, rather than adding each of them individually (ie. adding 15 members to each of the 30 timetable boards = 450 adds).

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@Galit-monday.com I’d like to add my voice to this - it is a hinderance to my productivity that guests cannot be added to teams within a workspace.

I am working for a non-for-profit, and we bring in new volunteers for our many different projects.
We love the guest user feature because it allows these volunteers to only see the project they are assigned to (rather than all of our projects + admin tables). However, the con is that we have to tag / “@” all of these volunteers individually every time. It is frustrating.

I feel that I further highlight the need to let guests be added to teams with these two videos trying to decided whether I should add an incoming team of 16 volunteers as guests or members. The con-side of both options can be solved by letting guests be added to teams.

Option 1: Add as Members
Pros: easier to mass-tag people in updates and on new boards as they get created.
Cons: can see our entire workspace
Video: https://photos.app.goo.gl/wUZRSsRY3gfmNmTg7

Option 2: Add as Guests (which is how volunteers are currently added as)
Pros: only see what we want them to see
Cons: harder to add them to everything / have to individually add all 16 members every single time
Video: https://photos.app.goo.gl/HguVyKxtKS5G9UrE6

@Galit-monday.com I’d like to add my voice to this - it is a hinderance to my productivity that guests cannot be added to teams within a workspace.

I am working for a non-for-profit, and we bring in new volunteers for our many different projects.
We love the guest user feature because it allows these volunteers to only see the project they are assigned to (rather than all of our projects + admin tables). However, the con is that we have to tag / “@” all of these volunteers individually every time. It is frustrating.

I feel that I further highlight the need to let guests be added to teams with these two videos trying to decided whether I should add an incoming team of 16 volunteers as guests or members. The con-side of both options can be solved by letting guests be added to teams.

Option 1: Add as Members
Pros: easier to mass-tag people in updates and on new boards as they get created.
Cons: can see our entire workspace

Option 2: Add as Guests (which is how volunteers are currently added as)
Pros: only see what we want them to see
Cons: harder to add them to everything / have to individually add all 16 members every single time

1 Like

Hi @hann

As a workaround, if you are trying to solve the issue of mass tagging on updates, I believe you will be able to tag all guests in the board collectively if they are added into a specific board. I have shared an image below describing the same. Does this work?

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Thanks for taking the time to respond, @kevinraju
Unfortunately this does not work for all of our cases.
For example, one of the projects I’m working on brings in the engineering, sales, and R&D teams from an external company. We would like to be able to invite them as guests to our board, but be able to tag them as teams.

2 Likes

Any news about adding guest to teams?

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This is an absolute necessity. We have multiple teams of 5 or 6 on one board and I really need to switch them to Guests but can’t because it’s simply not reasonable to expect my employees to remember to tag all of the correct people every time when we are managing 160+ contracts a month.

I would love this feature. For safety, privacy, and security I am using guests accounts for contractors. We use single sign on for our full user accounts. Contractors are not part of my organization and don’t share our company email addresses etc. They are however, part of the Monday.com board and important parts of the project. To not be able to add them to teams takes away from the way I am using monday.com to implement agile. This is a deal breaker for me and not just a nice to have.

Just here to bump this and see if there is any talk of this happening?

Hello @Rachelleigh & all, this feature is necessary for our account, too.
I have 2 use cases described down below.

1st use case:

I created one workspace & 20 Teams to be invited to that workspace. Within that workspace I created 20 main boards & 10 main dashboards. In order to grant access to the entire workspace content, I invited 20 teams to workspace & that’s it, since the boards & dashboards are main, users in Teams are automatically getting access to the content. Whenever there are newcomers in our organisation, we add them to their respective team and that’s it - no hassle with invitations to every single board.

The next step for me is to start “opening” the workspace for externals and here the problem comes → I have to change all my boards and dashboards into shareable type and invite every single external 30 times (to 20 boards and 10 dashboards). This doesn’t sound like efficient way of working. Instead I could simply create one Team with Guests, invite it to boards and dashboards only once and then keep access control via this Team.

2nd use case:

There is another workspace with a Shareable Board A connected to the boards B & C in the above mentioned workspace from use case 1 via Connect Boards column. Since Guests on Board A do not have access to boards B & C, they simply do no see the content looked up from boards B & C into board A. This is becoming an even bigger problem generating data inconsistency for my workflow.

So I do not really know how to handle these cases. I think a possibility to add Guests in Teams would be the most feasible option to fix these problems for my workflow.

2 Likes

Hello @Rachelleigh & all, this feature is necessary for our account, too.
I have 2 use cases described down below.

1st use case:

I created one workspace & 20 Teams to be invited to that workspace. Within that workspace I created 20 main boards & 10 main dashboards. In order to grant access to the entire workspace content, I invited 20 teams to workspace & that’s it, since the boards & dashboards are main, users in Teams are automatically getting access to the content. Whenever there are newcomers in our organisation, we add them to their respective team and that’s it - no hassle with invitations to every single board.

The next step for me is to start “opening” the workspace for externals and here the problem comes → I have to change all my boards and dashboards into shareable type and invite every single external 30 times (to 20 boards and 10 dashboards). This doesn’t sound like efficient way of working. Instead I could simply create one Team with Guests, invite it to boards and dashboards only once and then keep access control via this Team.

2nd use case:

There is another workspace with a Shareable Board A connected to the boards B & C in the above mentioned workspace from use case 1 via Connect Boards column. Since Guests on Board A do not have access to boards B & C, they simply do no see the content looked up from boards B & C into board A. This is becoming an even bigger problem generating data inconsistency for my workflow.

So I do not really know how to handle these cases. I think a possibility to add Guests in Teams would be the most feasible option to fix these problems for my workflow.

Would be useful for grouping subcontractors for us!