Overview

Understanding the different user license types is crucial for organizations using GUIDEcx. User license types determine the level of access and functionality that users have within the system.

By understanding the different license types, you can ensure that your users have the appropriate level of access needed to perform their job duties, without exposing sensitive data or functions to unauthorized users.
Explore this article to learn the different license types & ensure that your organization is using the appropriate licenses for your users.

User Access + Permissions

Here’s a 30,000' view of all the user type (internal + external user) permissions.

Internal Licenses - $

Admins
Managers
Guides

Internal Licenses - Free

Task Owners
Contributors
Observers

External Licenses - Free

Third Parties
Customers

Project Table

Project Table - Internal Users (Table Content)

Admins - $

Admins Can View All Projects (Table View) in GUIDEcx
Admins Can utilize all project filters.
Admins Can Save Filters to "My Filters"
Admins Can Export Projects
Admins Can Create Projects
Admins Can Edit Projects
Admins Can Own Projects
Admins Can Hard Delete Projects
Admins Can Soft Delete Projects
Admins Can Access Soft Deleted Projects
- Project will be available to be restored for 30 days, but then will be fully deleted.
Admins Can Archive Projects
Admins Can Access Archived Projects

Managers - $

Managers Can View All Projects (Table View) in GUIDEcx
Managers Can utilize all project filters.
Managers Can Save Filters to "My Filters"
Managers Can Export Projects
Managers Can Create Projects
Managers Can Edit Projects
Managers Can Own Projects
Managers Can Hard Delete Projects
Managers Can Soft Delete Projects
Managers Can Access Soft Deleted Projects
- Project will be available to be restored for 30 days, but then will be fully deleted.
Managers Can Archive Projects
Managers Can Access Archived Projects

Guides - $

Guides Can view projects they have been invited to.
Guides Can utilize all project filters.
Guides Can Save Filters to "My Filters"
Guides Can Export Projects
Guides Can Create Projects
Guides Can Edit Projects
Guides Can Own Projects
Guides Can NOT Hard Delete Projects
Guides Can Soft Delete Projects
Guides Can Access Soft Deleted Projects
- Project will be available to be restored for 30 days, but then will be fully deleted.
Guides Can NOT Archive Projects
Guides Can NOT Access Archived Projects

Task Owners

Task Owners Can view projects they have been invited to.
Task Owners Can utilize all project filters.
Task Owners Can Save Filters to "My Filters".
Task Owners Can Export Projects.
Task Owners Can NOT Create Projects.
Task Owners Can NOT Edit Projects.
Task Owners Can NOT Own Projects.
Task Owners Can NOT Hard Delete Projects.
Task Owners Can NOT Soft Delete Projects.
Task Owners Can NOT Access Soft Deleted Projects.
Task Owners Can NOT Archive Projects.
Task Owners Can NOT Access Archived Projects.

Contributors

Contributors Can view projects they have been invited to.
Contributors Can utilize all project filters.
Contributors Can Save Filters to "My Filters".
Contributors Can Export Projects.
Contributors Can NOT Create Projects.
Contributors Can NOT Edit Projects.
Contributors Can NOT Own Projects.
Contributors Can NOT Hard Delete Projects.
Contributors Can NOT Soft Delete Projects.
Contributors Can NOT Access Soft Deleted Projects.
Contributors Can NOT Archive Projects.
Contributors Can NOT Access Archived Projects.

Observers

Observers Can view projects they have been invited to.
Observers Can utilize all project filters.
Observers Can Save Filters to "My Filters".
Observers Can Export Projects.
Observers Can NOT Create Projects.
Observers Can NOT Edit Projects.
Observers Can NOT Own Projects.
Observers Can NOT Hard Delete Projects.
Observers Can NOT Soft Delete Projects.
Observers Can NOT Access Soft Deleted Projects.
Observers Can NOT Archive Projects.
Observers Can NOT Access Archived Projects.

Internal Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.
View Projects (Table View)	✔ - All	✔ - All	✔ - Projects where they are a team member	✔ - Projects where they are a team member	✔ - Projects where they are a team member	✔ - Projects where they are a team member
My Filters (Saved Filters)	✔	✔	✔	✔	✔	✔
Project Filters	✔ - All	✔ - All	✔ - All	✔ - All	✔ - All	✔ - All
Export Projects	✔	✔	✔	✔	✔	✔
Create Projects	✔	✔	✔
Edit Projects	✔	✔	✔
Own Projects	✔	✔	✔
Hard Delete Projects	✔	✔
Soft Delete Projects	✔	✔	✔
Soft Deleted Projects (for 30 days)	✔	✔
Archive Projects	✔	✔
Archived Projects	✔	✔

Project Table - External Users (Table Content)

Customers with Full Project View

Customers with full project view Can View the Project Table.
Customers with full project view Can Save Filters to "My Filters".
Customers with full project view Can use all project filters EXCEPT Project Manager and Cash Value.
Customers with full project view Can NOT export projects.
Customers with full project view Can NOT Create, Edit, or Delete projects.

Customers with Compass View

Customers with Compass View Can View the Project Table if they are invited to more than one project.
Customers with with Compass View Can Save Filters to "My Filters" if they are invited to more than one project.
Customers with Compass View Can use all project filters EXCEPT Project Manager and Cash Value if they are invited to more than one project.
Customers with Compass View Can NOT export projects
Customers with Compass View Can NOT Create, Edit, or Delete projects.

Customers with "My Tasks Only" View

Customers with "My Tasks Only" view Can View the Project Table.
Customers with "My Tasks Only" view Can Save Filters to "My Filters".
Customers with "My Tasks Only" view Can use all project filters EXCEPT Project Manager and Cash Value.
Customers with "My Tasks Only" view Can NOT export projects.
Customers with "My Tasks Only" view Can NOT Create, Edit, or Delete projects.

Third Party Users with Full Project View

Third Party Users with Full Project View Can View the Project Table.
Third Party Users with Full Project View Can Save Filters to "My Filters".
Third Party Users with Full Project View Can use all project filters EXCEPT Project Manager
Third Party Users with Full Project View Can NOT export projects.
Third Party Users with Full Project View Can NOT Create, Edit, or Delete projects.

Third Party Users with "My Tasks Only" View

Third Party Users with "My Tasks Only" View Can View the Project Table.
Third Party Users with "My Tasks Only" View Can Save Filters to "My Filters".
Third Party Users with "My Tasks Only" View Can use all project filters EXCEPT Project Manager
Third Party Users with "My Tasks Only" View Can NOT export projects.
Third Party Users with "My Tasks Only" View Can NOT Create, Edit, or Delete projects.

External Users	Customer - Full Project View	Customer - Compass	Customer - My Tasks Only	Third Party - Full Project View	Third Party - My Tasks Only
View Projects (Table View)	✔	✔ - If invited to more than one project	✔	✔	✔
My Filters (Saved Filters)	✔	✔ - If invited to more than one project	✔	✔	✔
Project Filters	✔ - All except for Project Manager & Cash Value	✔ - If invited to more than one project. All except by Project Manager & Cash Value	✔ - All except by Project Manager & Cash Value	✔ - All except by Project Manager	✔ - All except by Project Manager
Export Projects
Create, Edit, Delete Projects

Project Overview

Project Overview - All Users (Table Content)

Admins - $

Admins Can Share the project
Admins Can Edit the Experience Overview
Admins Can Edit the Project Manager (PM) Note

Managers - $

Managers Can Share the project
Managers Can Edit the Experience Overview
Managers Can Edit the Project Manager (PM) Note

Guides - $

Guides Can Share the project
Guides Can Edit the Experience Overview
Guides Can Edit the Project Manager (PM) Note

Task Owners

Task Owners Can NOT Share the project
Task Owners Can NOT Edit the Experience Overview
Task Owners Can NOT Edit the Project Manager (PM) Note

Contributors

Contributors Can NOT Share the project
Contributors Can NOT Edit the Experience Overview
Contributors Can NOT Edit the Project Manager (PM) Note

Observers

Observers Can NOT Share the project
Observers Can NOT Edit the Experience Overview
Observers Can NOT Edit the Project Manager (PM) Note

Customers

Customers Can NOT Share the project
Customers Can NOT Edit the Experience Overview
Customers Can NOT Edit the Project Manager (PM) Note

Third Parties

Third Parties Can NOT Share the project
Third Parties Can NOT Edit the Experience Overview
Third Parties Can NOT Edit the Project Manager (PM) Note

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Share Project	✔	✔	✔
Edit Experience Overview	✔	✔	✔
Edit Project Manager (PM) Note	✔	✔	✔

Project Plan

Project Plan - Internal Users (Table Content)

Admins - $

Admins Can access the Project Plan View
Admins Can Access the Project List View
Admins Can Access the Project Gantt View
Admins Can NOT access Compass View
Admins Can Create, Edit, Duplicate, and Delete Milestones
Admins Can Create Tasks
Admins Can Filter Tasks
Admins Can Edit Task Details
Admins Can Bulk Edit Tasks
Admins Can Delete Tasks
Admins Can Duplicate Tasks
Admins Can Reassign Tasks
Admins Can Change Task Status
Admins add internal notes & attachments
Admins Can add public notes & attachments
Admins Can Delete Attachments
Admins Can Add Checklist Items to a task
Admins Can Edit Checklist items on a task
Admins Can Create, Delete, Edit & Manage Task Tags
Admins Can add watchers to a task
Admins Can Rearrange/Reorder tasks
Admins Can Rearrange/Reorder Milestones
Admins Can Create a task group
Admins Can add a task to a task group

Managers - $

Managers Can access the Project Plan View
Managers Can Access the Project List View
Managers Can Access the Project Gantt View
Managers Can NOT access Compass View
Managers Can Create, Edit, Duplicate, and Delete Milestones
Managers Can Create Tasks
Managers Can Filter Tasks
Managers Can Edit Task Details
Managers Can Bulk Edit Tasks
Managers Can Delete Tasks
Managers Can Duplicate Tasks
Managers Can Reassign Tasks
Managers Can Change Task Status
Managers Can add internal notes & attachments
Managers Can add public notes & attachments
Managers Can Delete Attachments
Managers Can Add Checklist Items to a task
Managers Can Edit Checklist items on a task
Managers Can Create, Delete, Edit & Manage Task Tags
Managers Can add watchers to a task
Managers Can Rearrange/Reorder tasks
Managers Can Rearrange/Reorder Milestones
Managers Can Create a task group
Managers Can add a task to a task groups

Guides - $

Guides Can access the Project Plan View
Guides Can Access the Project List View
Guides Can Access the Project Gantt View
Guides Can NOT access Compass View
Guides Can Create, Edit, Duplicate, and Delete Milestones
Guides Can Create Tasks
Guides Can Filter Tasks
Guides Can Edit Task Details
Guides Can Bulk Edit Tasks
Guides Can Delete Tasks
Guides Can Duplicate Tasks
Guides Can Reassign Tasks
Guides Can Change Task Status
Guides Can add internal notes & attachments
Guides Can add public notes & attachments
Guides Can Delete Attachments
Guides Can Add Checklist Items to a task
Guides Can Edit Checklist items on a task
Guides Can Create, Delete, Edit & Manage Task Tags
Guides Can add watchers to a task
Guides Can Rearrange/Reorder tasks
Guides Can Rearrange/Reorder Milestones
Guides Can Create a task group
Guides Can add a task to a task group

Task Owners

Task Owners Can Access the Project List View
Task Owners Can Access the Project Gantt View
Task Owners Can NOT access Compass View
Task Owners Can NOT Create, Edit, Duplicate, and Delete Milestones
Task Owners Can Create Regular Type Tasks Only
Task Owners Can Filter Tasks
Task Owners Can Edit Regular Type Task Details Only
Task Owners Can Bulk Edit Tasks
Task Owners Can Delete Regular Type Tasks
Task Owners Can Duplicate Regular Type Tasks
Task Owners Can Reassign Tasks they are assigned to
Task Owners Can Change Task Statuses
Task Owners Can add internal notes & attachments
Task Owners Can add public notes & attachments
Task Owners Can Delete Attachments that they uploaded
Task Owners Can Add Checklist Items to a task
Task Owners Can Edit Checklist items on a task
Task Owners Can Create, Delete, Edit & Manage Task Tags
Task Owners Can add watchers to a task
Task Owners Can NOT Rearrange/Reorder tasks
Task Owners Can NOT Rearrange/Reorder Milestones
Task Owners Can NOT Create a task group
Task Owners Can add a regular type task to existing task groups

Contributors

Contributors Can access the Project Plan View
Contributors Can Access the Project List View
Contributors Can Access the Project Gantt View
Contributors Can NOT access Compass View
Contributors Can NOT Create, Edit, Duplicate, and Delete Milestones
Contributors Can NOT Create Tasks
Contributors Can Filter Tasks
Contributors Can NOT Edit Task Details
Contributors Can NOT Bulk Edit Tasks
Contributors Can NOT Delete Tasks
Contributors Can NOT Duplicate Tasks
Contributors Can Reassign tasks they are assigned to
Contributors Can Change Task Status of Tasks they are assigned to
Contributors Can add internal notes & attachments
Contributors Can add public notes & attachments
Contributors Can Delete Attachments that they uploaded
Contributors Can Add Checklist Items to a task
Contributors Can Edit Checklist items on a task
Contributors Can NOT Create, Delete, or edit Edit task tags, but they can Manage Task Tags.
Contributors Can add watchers to a task
Contributors Can NOT Rearrange/Reorder tasks
Contributors Can NOT Rearrange/Reorder Milestones
Contributors Can NOT Create a task group
Contributors Can NOT add tasks to task groups

Observers

Observers Can access the Project Plan View
Observers Can Access the Project List View
Observers Can Access the Project Gantt View
Observers Can NOT access Compass View
Observers Can NOT Create, Edit, Duplicate, and Delete Milestones
Observers Can NOT Create Tasks
Observers Can Filter Tasks
Observers Can NOT Edit Task Details
Observers Can NOT Bulk Edit Tasks
Observers Can NOT Delete Tasks
Observers Can NOT Duplicate Tasks
Observers Can NOT Reassign tasks
Observers Can NOT Change Task Statuses
Observers Can NOT add internal notes & attachments
Observers Can NOT add public notes
Observers Can add public project attachments
Observers Can Delete Attachments that they uploaded
Observers Can NOT Add Checklist Items to a task
Observers Can NOT Edit Checklist items on a task
Observers Can NOT Create, Delete, Edit & Manage Task Tags
Observers Can add themselves as a watcher to a task & view watchers of a task
Observers Can NOT Rearrange/Reorder tasks
Observers Can NOT Rearrange/Reorder Milestones
Observers Can NOT Create a task group
Observers Can NOT add tasks to task groups

Internal Users	Admin	Manager	Guide	Task Owner	Contributor	Observer
Plan View	✔	✔	✔	✔	✔	✔
List View	✔	✔	✔	✔	✔	✔
Gantt View	✔	✔	✔	✔	✔	✔
Compass View
Create, Edit, Duplicate, & Delete Milestones	✔	✔	✔
Create Tasks	✔	✔	✔	✔ - Regular Task Types Only
Filter Tasks	✔	✔	✔	✔	✔	✔
Edit Task Details	✔	✔	✔	✔ - Regular Task Types Only
Bulk Edit Tasks	✔	✔	✔	✔
Delete Tasks	✔	✔	✔	✔ - Regular Task Types Only
Duplicate Tasks	✔	✔	✔	✔ - Regular Task Types Only
Reassign Tasks	✔	✔	✔	✔ -	✔ - Assigned Tasks Only*
Change Task Status	✔	✔	✔	✔	✔ - Assigned Tasks Only
Add internal notes & attachments	✔	✔	✔	✔	✔
Add public notes & attachments	✔	✔	✔	✔	✔	✔ - Project Attachments Only
Delete Attachments	✔	✔	✔	✔ - Self uploaded only	✔ - Self Uploaded Only	✔ - Self uploaded Only
Add Checklist item to a task	✔	✔	✔	✔	✔	✔
Edit Checklist item on a task	✔	✔	✔	✔	✔	✔
Create, Delete, Edit & Manage Task tags	✔	✔	✔	✔	✔ - Manage Only
Add watchers to a task	✔	✔	✔	✔	✔	✔ - Self Add & View Only
Rearrange Tasks	✔	✔	✔
Rearrange Milestones	✔	✔	✔
Create a task Group	✔	✔	✔
Add a task to a task group	✔	✔	✔	✔ - Regular Task Types to Existing Task Groups Only

*Resource Management allows for users to also assign themselves to tasks that require functions that they are assigned to in the tasks page of GUIDEcx. Read more about it HERE!

Project Plan - External Users (Table Content)

Customers with Full Project View

Customers with Full Project View Can access the Project Plan View
- Non-hidden tasks only
Customers with Full Project View Can Access the Project List View
- Non-hidden tasks only
Customers with Full Project View Can Access the Project Gantt View
- Non-hidden tasks only
Customers with Full Project View Can NOT access Compass View
Customers with Full Project View Can NOT Create, Edit, Duplicate, and Delete Milestones
Customers with Full Project View Can NOT Create Tasks
Customers with Full Project View Can Filter Tasks
Customers with Full Project View Can NOT Edit Task Details
Customers with Full Project View Can NOT Bulk Edit Tasks
Customers with Full Project View Can NOT Delete Tasks
Customers with Full Project View Can NOT Duplicate Tasks
Customers with Full Project View Can Reassign their own Tasks to other customer team members (only tasks they are currently assigned to)
Customers with Full Project View Can Change Task Status of tasks they are assigned to
Customers with Full Project View Can NOT add or view internal notes & attachments
Customers with Full Project View Can add public notes & attachments
Customers with Full Project View Can Delete Attachments they uploaded
Customers with Full Project View Can Delete Notes they uploaded
Customers with Full Project View Can Add Checklist Items to external tasks
Customers with Full Project View Can Edit Checklist items on external tasks
Customers with Full Project View Can NOT Create, Delete, Edit & Manage Task Tags
Customers with Full Project View Can add themselves as a watcher on a task
Customers with Full Project View Can NOT Rearrange/Reorder tasks
Customers with Full Project View Can NOT Rearrange/Reorder Milestones
Customers with Full Project View Can NOT Create a task group
Customers with Full Project View Can NOT add a task to a task group

Customers with "Compass" View

Customers with "Compass" View Can NOT access the Project Plan View
Customers with "Compass" View Can NOT Access the Project List View
Customers with "Compass" View Can NOT Access the Project Gantt View
Customers with "Compass" View Can access Compass View
- Tasks assigned to the customer
- Internal (non-hidden) task names
Customers with "Compass" View Can NOT Create, Edit, Duplicate, and Delete Milestones
Customers with "Compass" View Can NOT Create Tasks
Customers with "Compass" View Can NOT Filter Tasks
Customers with "Compass" View Can NOT Edit Task Details
Customers with "Compass" View Can NOT Bulk Edit Tasks
Customers with "Compass" View Can NOT Delete Tasks
Customers with "Compass" View Can NOT Duplicate Tasks
Customers with "Compass" View Can Reassign their own Tasks to other customer team members (only tasks they are currently assigned to).
Customers with "Compass" View Can Change Task Status of tasks they are assigned to
Customers with "Compass" View Can NOT add or view internal notes & attachments
Customers with "Compass" View Can add public notes & attachments
Customers with "Compass" View Can Delete Attachments they uploaded
Customers with "Compass" View Can Delete Notes they uploaded
Customers with "Compass" View Can NOT Add Checklist Items to external tasks
Customers with "Compass" View Can NOT edit Checklist items on external tasks
- Can mark checklist items as done on tasks they are assigned to
Customers with "Compass" View Can NOT Create, Delete, Edit & Manage Task Tags
Customers with "Compass" View Can NOT add themselves as a watcher on a task
Customers with "Compass" View Can NOT Rearrange/Reorder tasks
Customers with "Compass" View Can NOT Rearrange/Reorder Milestones
Customers with "Compass" View Can NOT Create a task group
Customers with "Compass" View Can NOT add a task to a task group

Customers with "My Tasks Only" View

Customers with "My Tasks Only" View Can NOT access the Project Plan View
Customers with "My Tasks Only" View Can NOT Access the Project List View
Customers with "My Tasks Only" View Can NOT Access the Project Gantt View
Customers with "My Tasks Only" View Can NOT access Compass View
Customers with "My Tasks Only" View Can NOT Create, Edit, Duplicate, and Delete Milestones
Customers with "My Tasks Only" View Can NOT Create Tasks
Customers with "My Tasks Only" View Can NOT Filter Tasks
Customers with "My Tasks Only" View Can NOT Edit Task Details
Customers with "My Tasks Only" View Can NOT Bulk Edit Tasks
Customers with "My Tasks Only" View Can NOT Delete Tasks
Customers with "My Tasks Only" View Can NOT Duplicate Tasks
Customers with "My Tasks Only" View Can Reassign their own Tasks to other customer team members (only tasks they are currently assigned to)
Customers with "My Tasks Only" View Can Change Task Status of tasks they are assigned to
Customers with "My Tasks Only" View Can NOT add or view internal notes & attachments
Customers with "My Tasks Only" View Can add public notes & attachments
Customers with "My Tasks Only" View Can Delete Attachments they uploaded
Customers with "My Tasks Only" View Can Delete Notes they uploaded
Customers with "My Tasks Only" View Can add Checklist Items to tasks they are assigned to
Customers with "My Tasks Only" View Can edit Checklist items on tasks they are assigned to
Customers with "My Tasks Only" View Can NOT Create, Delete, Edit & Manage Task Tags
Customers with "My Tasks Only" View Can add themselves as a watcher on a task
Customers with "My Tasks Only" View Can NOT Rearrange/Reorder tasks
Customers with "My Tasks Only" View Can NOT Rearrange/Reorder Milestones
Customers with "My Tasks Only" View Can NOT Create a task group
Customers with "My Tasks Only" View Can NOT add a task to a task group

Third Parties with Full Project View

Third Parties with Full Project View Can access the Project Plan View
- Non-hidden tasks only
Third Parties with Full Project View Can Access the Project List View
- Non-hidden tasks only
Third Parties with Full Project View Can Access the Project Gantt View
- Non-hidden tasks only
Third Parties with Full Project View Can NOT access Compass View
Third Parties with Full Project View Can NOT Create, Edit, Duplicate, and Delete Milestones
Third Parties with Full Project View Can NOT Create Tasks
Third Parties with Full Project View Can Filter Tasks
Third Parties with Full Project View Can NOT Edit Task Details
Third Parties with Full Project View Can NOT Bulk Edit Tasks
Third Parties with Full Project View Can NOT Delete Tasks
Third Parties with Full Project View Can NOT Duplicate Tasks
Third Parties with Full Project View Can NOT Reassign Tasks
Third Parties with Full Project View Can Change Task Status of tasks they are assigned to
Third Parties with Full Project View Can NOT add or view internal notes & attachments
Third Parties with Full Project View Can add public notes & attachments
Third Parties with Full Project View Can Delete Attachments they uploaded
Third Parties with Full Project View Can Delete Notes they uploaded
Third Parties with Full Project View Can Add Checklist Items to external tasks
Third Parties with Full Project View Can Edit Checklist items on external tasks
Third Parties with Full Project View Can NOT Create, Delete, Edit & Manage Task Tags
Third Parties with Full Project View Can add themselves as a watcher on a task
Third Parties with Full Project View Can NOT Rearrange/Reorder tasks
Third Parties with Full Project View Can NOT Rearrange/Reorder Milestones
Third Parties with Full Project View Can NOT Create a task group
Third Parties with Full Project View Can NOT add a task to a task group

Third Parties with "My Tasks Only" View

Third Parties with "My Tasks Only" View Can NOT access the Project Plan View
Third Parties with "My Tasks Only" View Can NOT Access the Project List View
Third Parties with "My Tasks Only" View Can NOT Access the Project Gantt View
Third Parties with "My Tasks Only" View Can NOT access Compass View
Third Parties with "My Tasks Only" View Can NOT Create, Edit, Duplicate, and Delete Milestones
Third Parties with "My Tasks Only" View Can NOT Create Tasks
Third Parties with "My Tasks Only" View Can NOT Filter Tasks
Third Parties with "My Tasks Only" View Can NOT Edit Task Details
Third Parties with "My Tasks Only" View Can NOT Bulk Edit Tasks
Third Parties with "My Tasks Only" View Can NOT Delete Tasks
Third Parties with "My Tasks Only" View Can NOT Duplicate Tasks
Third Parties with "My Tasks Only" View Can NOT Reassign Tasks
Third Parties with "My Tasks Only" View Can Change Task Status of tasks they are assigned to
Third Parties with "My Tasks Only" View Can NOT add or view internal notes & attachments
Third Parties with "My Tasks Only" View Can add public notes & attachments
Third Parties with "My Tasks Only" View Can Delete Attachments they uploaded
Third Parties with "My Tasks Only" View Can Delete Notes they uploaded
Third Parties with "My Tasks Only" View Can add Checklist Items to tasks they are assigned to
Third Parties with "My Tasks Only" View Can edit Checklist items on tasks they are assigned to
Third Parties with "My Tasks Only" View Can NOT Create, Delete, Edit & Manage Task Tags
Third Parties with "My Tasks Only" View Can add themselves as a watcher on a task
Third Parties with "My Tasks Only" View Can NOT Rearrange/Reorder tasks
Third Parties with "My Tasks Only" View Can NOT Rearrange/Reorder Milestones
Third Parties with "My Tasks Only" View Can NOT Create a task group
Third Parties with "My Tasks Only" View Can NOT add a task to a task group

External Users	Customer - Full Project View	Customer - Compass	Customer - My Tasks Only	Third Party - Full Project View	Third Party - My Tasks Only
Plan View	✔ Non-hidden tasks only			✔ - Non-hidden tasks only
List View	✔ - Non-hidden tasks only			✔ - Non-hidden tasks only
Gantt View	✔ - Non-hidden tasks only			✔ Non-hidden tasks only
Compass View		✔
Filter Tasks	✔			✔
Reassign Tasks	✔ - To Other Customer Team Members	✔ - To Other Customer Team Members	✔ - To Other Customer Team Members	✔ - To Other Third Party Team Members	✔ - To Other Third Party Team Members
Change Task Status	✔ - Assigned Tasks	✔ - Assigned Tasks	✔ - Assigned Tasks	✔ - Assigned Tasks	✔ - Assigned Tasks
Add internal notes & attachments to a task
Add public notes and attachments to a task	✔ - Visible Tasks	✔ - Assigned Tasks	✔ - Assigned Tasks	✔ - Visible Tasks	✔ - Assigned Tasks
Delete Notes & Attachments	✔ - Self uploaded only	✔ - Self uploaded only	✔ - Self uploaded only	✔ - Self uploaded only	✔ - Self uploaded only
Create & Manage Task Checklist items	✔ - External Tasks Only	✔ - Assigned Tasks	✔ - Assigned Tasks	✔ - External Tasks Only	✔ - Assigned Tasks Only
Create and Manage Task tags
Add watchers to a task	✔ - Self Add Only		✔ - Self Add Only	✔ - Self Add Only	✔ - Self Add Only
Create, Edit, Reorder or Delete Milestones, Tasks Groups & Tasks

Project Team

Project Team - All Users (Table Content)

Admins - $

Admins Can Add internal users to the project team
Admins Can Invite New Internal Users to GUIDEcx
Admins Can Add Customer Users
Admins Can Edit External users info
- Provided the user is not also an internal user of another GUIDEcx account
Admins Can Remove Users from the Project team
Admins Can Add 3rd Party users to the project team
Admins Can access & manage Project Action Items
Admins Can add & edit a project's custom fields
Admins Can view filled out project custom fields
Admins Can Send Test Project Invite Email to themselves
Admins Can Assign Resources to a Function

Managers - $

Managers Can Add internal users to the project team
Managers Can Invite New Internal Users to GUIDEcx
Managers Can Add Customer Users to the project team
Managers Can Edit External users info
- Provided the user is not also an internal user of another GUIDEcx account
Managers Can Remove Users from the Project team
Managers Can Add 3rd Party users to the project team
Managers Can access & manage Project Action Items
Managers Can add & edit a project's custom fields
Managers Can view filled out project custom fields
Managers Can Send Test Project Invite Email to themselves
Managers Can Assign Resources to a Function

Guides - $

Guides Can Add internal users to the project team
Guides Can NOT Invite New Internal Users to GUIDEcx
Guides Can Add Customer Users to the project team
Guides Can NOT Edit External users info
Guides Can Remove Users from the Project team
Guides Can Add 3rd Party users to the project team
Guides Can access & manage Project Action Items
Guides Can add & edit a project's custom fields
Guides Can view filled out project custom fields
Guides Can Send Test Project Invite Email to themselves
Guides Can Assign Resources to a Function

Task Owners

Task Owners Can add other Task owners, contributors, and observers to the project team
Task Owners Can NOT Invite New Internal Users to GUIDEcx
Task Owners Can Add Customer Users to the project team
Task Owners Can NOT Edit External users info
Task Owners Can NOT Remove Users from the Project team
Task Owners Can Add 3rd Party users to the project team
- But only by assigning them to a regular type task
Task Owners Can access & manage Project Action Items
Task Owners Can NOT add & edit a project's custom fields
Task Owners Can view filled out project custom fields
Task Owners Can NOT Send Test Project Invite Email to themselves
Task Owners Can NOT Assign Resources to a Function

Contributors

Contributors Can add other contributors, task owners and observers to the project team
Contributors Can NOT Invite New Internal Users to GUIDEcx
Contributors Can Add Customer Users to the project team
Contributors Can NOT Edit External users info
Contributors Can NOT Remove Users from the Project team
Contributors Can NOT Add 3rd Party users to the project team
Contributors Can access & manage Project Action Items
Contributors Can NOT add & edit a project's custom fields
Contributors Can view filled out project custom fields
Contributors Can NOT Send Test Project Invite Email to themselves
Contributors Can NOT Assign Resources to a Function

Observers

Observers Can NOT add other contributors, task owners and observers to the project team
Observers Can NOT Invite New Internal Users to GUIDEcx
Observers Can NOT Add Customer Users to the project team
Observers Can NOT Edit External users info
Observers Can NOT Remove Users from the Project team
Observers Can NOT Add 3rd Party users to the project team
Observers Can access & view Project Action Items
Observers Can NOT add & edit a project's custom fields
Observers Can view filled out project custom fields
Observers Can NOT Send Test Project Invite Email to themselves
Observers Can NOT Assign Resources to a Function

Customers

Customers Can NOT add other contributors, task owners and observers to the project team
Customers Can NOT Invite New Internal Users to GUIDEcx
Customers Can add other Customer Users to the project team
Customers Can NOT Edit External users info
Customers Can NOT Remove Users from the Project team
Customers Can NOT Add 3rd Party users to the project team
Customers Can access & view non-hidden Project Action Items line item (no details) if they have full project view
Customers Can NOT add & edit a project's custom fields
Customers Can view non-internal filled out project custom fields
Customers Can NOT Send Test Project Invite Email to themselves
Customers Can NOT Assign Resources to a Function

Third Parties

Third Parties Can NOT add other contributors, task owners and observers to the project team
Third Parties Can NOT Invite New Internal Users to GUIDEcx
Third Parties Can NOT add other Customer Users to the project team
Third Parties Can NOT Edit External users info
Third Parties Can NOT Remove Users from the Project team
Third Parties Can NOT Add 3rd Party users to the project team
Third Parties Can access & view non-hidden Project Action Items line item (no details) if they have full project view
Third Parties Can NOT add & edit a project's custom fields
Third Parties Can view non-internal filled out project custom fields
Third Parties Can NOT Send Test Project Invite Email to themselves
Third Parties Can NOT Assign Resources to a Function

All Users	Admin	Manager	Guide	Task Owner	Contributor	Obs.	Ext. User
Add internal users to Project Team	✔	✔	✔	✔ - Customer, Task Owner, Contributor and Observer users only	✔ - Customer, Task Owner, Contributor and Observer users only
Invite New Internal Users to GUIDEcx	✔	✔ - Non-Admin users only
Add Customer Users	✔	✔	✔				✔ - Customer users only
Edit External users info	✔	✔	✔ - Not User Email
Remove User from Project	✔	✔	✔
Add 3rd Party users	✔	✔	✔	✔ - By Assigning to Regular Type Tasks Only
Project Action Items	✔	✔	✔	✔	✔	✔ - View Only	✔ - Non-Hidden Line Item, View Only (No Details)
Add/Edit Project Custom Fields	✔	✔	✔
View Filled Out Project Custom Fields	✔	✔	✔	✔	✔	✔	✔ - Non internal custom fields only
Send Test Project Invite Email	✔	✔	✔
Assign Resource	✔	✔	✔ - Guide users and below

Tasks

Tasks - Internal Users (Table Content)

Admins - $

Admins Can View all tasks in the tasks table
Admins Can Create all task types

Managers - $

Managers Can View all tasks in the tasks table
Managers Can Create all task types

Guides - $

Guides Can View all tasks that are in projects they have been invited to the tasks table
Guides Can Filter for tasks with their assigned functions
Guides Can Create all task types

Task Owners

Task Owners Can View tasks they are assigned to in the tasks table
Task Owners Can Filter for tasks with their assigned functions
Task Owners Can Create Regular Task Types Only

Contributors

Contributors Can View tasks they are assigned to in the tasks table
Contributors Can Filter for tasks with their assigned functions
Contributors Can NOT Create tasks

Observers

Observers Can NOT View the tasks table
Observers Can NOT Filter for tasks
Observers Can NOT Create tasks

Internal Users	Admin	Manager	Guide	Task Owner	Contributor	Observer
Tasks Table View	✔ - All Tasks	✔ - All Tasks	✔ - Tasks from projects they are on the team of & Function Tasks only.	✔ - Assigned & Function Tasks Only	✔ - Assigned & Function Tasks Only
Create Tasks	✔	✔	✔	✔ - Regular Type Only

*Resource Management allows for users to also assign themselves to tasks that require functions that they are assigned to in the tasks page of GUIDEcx.

Tasks - External Users (Table Content)

Customers with Full Project View

Customers with Full Project View Can View tasks they are assigned to in the tasks table
Customers with Full Project View Can NOT Create tasks

Customers with Compass View

Customers with Compass View Can View tasks they are assigned to in the tasks table if they are invited to more than one project in GUIDEcx
Customers with Compass View Can NOT Create tasks

Customers with "My Tasks Only" View

Customers with "My Tasks Only" View Can View tasks they are assigned to in the tasks table
Customers with "My Tasks Only" View Can NOT Create tasks

Third Parties with Full Project View

Third Parties with Full Project View Can View tasks they are assigned to in the tasks table
Third Parties with Full Project View Can NOT Create tasks

Third Parties with "My Tasks Only" View

Third Parties with "My Tasks Only" View Can View tasks they are assigned to in the tasks table
Third Parties with "My Tasks Only" View Can NOT Create tasks

External Users	Customer - Full Project View	Customer - Compass	Customer - My Tasks Only	Third Party - Full Project View	Third Party - My Tasks Only
Tasks Table View	✔	✔ - If added to more than one project	✔	✔	✔
Create Tasks

Reports

Reports - All Users (Table Content)

Admins - $

Admins Can access all reports for all projects

Managers - $

Managers Can access all reports for all projects

Guides - $

Guides Can access all reports with the exception of the Advanced Time, Resource Forecasting, and Resource Efficiency reports.

Task Owners

Task Owners Can access all reports with the exception of the Advanced Time, Resource Forecasting, and Resource Efficiency reports.

Contributors

Contributors Can access all reports with the exception of the Advanced Time, Resource Forecasting, and Resource Efficiency reports.

Observers

Observers Can NOT access Reports

Customers

Customers Can NOT access Reports

Third Parties

Third Parties Can NOT access Reports

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. User
Access	✔	✔	✔ - Except for Resource Forecasting, Resource Efficiency, & Advanced Time Reports.	✔ - Except for Resource Forecasting, Resource Efficiency, & Advanced Time Reports.	✔ - Except for Resource Forecasting, Resource Efficiency, & Advanced Time Reports.

Templates

Templates - All Users (Table Content)

Admins - $

Admins Can View templates
Admins Can Create Templates
Admins Can Edit Templates
Admins Can Delete Templates
Admins Can Upload Attachments & Hyperlinks to Templates

Managers - $

Managers Can View templates
Managers Can Create Templates
Managers Can Edit Templates
Managers Can Delete Templates
Managers Can Upload Attachments & Hyperlinks to Templates

Guides - $

Guides Can View templates
Guides Can NOT Create Templates
Guides Can NOT Edit Templates
Guides Can NOT Delete Templates
Guides Can NOT Upload Attachments & Hyperlinks to Templates

Task Owners

Task Owners Can NOT View templates
Task Owners Can NOT Create Templates
Task Owners Can NOT Edit Templates
Task Owners Can NOT Delete Templates
Task Owners Can NOT Upload Attachments & Hyperlinks to Templates

Contributors

Contributors Can NOT View templates
Contributors Can NOT Create Templates
Contributors Can NOT Edit Templates
Contributors Can NOT Delete Templates
Contributors Can NOT Upload Attachments & Hyperlinks to Templates

Observers

Observers Can NOT View templates
Observers Can NOT Create Templates
Observers Can NOT Edit Templates
Observers Can NOT Delete Templates
Observers Can NOT Upload Attachments & Hyperlinks to Templates

Customers

Customers Can NOT View templates
Customers Can NOT Create Templates
Customers Can NOT Edit Templates
Customers Can NOT Delete Templates
Customers Can NOT Upload Attachments & Hyperlinks to Templates

Third Parties

Third Parties Can NOT View templates
Third Parties Can NOT Create Templates
Third Parties Can NOT Edit Templates
Third Parties Can NOT Delete Templates
Third Parties Can NOT Upload Attachments & Hyperlinks to Templates

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
View Templates	✔	✔	✔
Create Templates	✔	✔
Edit Templates	✔	✔
Delete Templates	✔	✔
Upload Attachments & Hyperlinks	✔	✔

3rd Parties

Third Parties - All Users (Table Content)

Admins - $

Admins Can add 3rd Party Users
Admins Can remove 3rd party connections

Managers - $

Managers Can add 3rd Party Users
Managers Can remove 3rd party connections

Guides - $

Guides Can add 3rd Party Users
Guides Can remove 3rd party connections

Task Owners

Task Owners Can NOT add 3rd Party Users
Task Owners Can NOT remove 3rd party connections

Contributors

Contributors Can NOT add 3rd Party Users
Contributors Can NOT remove 3rd party connections

Observers

Observers Can NOT add 3rd Party Users
Observers Can NOT remove 3rd party connections

Customers

Customers Can NOT add 3rd Party Users
Customers Can NOT remove 3rd party connections

Third Parties

Third Parties Can NOT add 3rd Party Users
Third Parties Can NOT remove 3rd party connections

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Add 3rd Party Users	✔	✔	✔
Remove 3rd Party Connection	✔	✔	✔

Brands

Brands - All Users (Table Content)

Admins - $

Admins Can Create Brands
Admins Can Edit Brands
Admins Can Delete Brands

Managers - $

Managers Can Create Brands
Managers Can Edit Brands
Managers Can Delete Brands

Guides - $

Guides Can Create Brands
Guides Can Edit Brands
Guides Can Delete Brands

Task Owners

Task Owners Can NOT Create Brands
Task Owners Can NOT Edit Brands
Task Owners Can NOT Delete Brands

Contributors

Contributors Can NOT Create Brands
Contributors Can NOT Edit Brands
Contributors Can NOT Delete Brands

Observers

Observers Can NOT Create Brands
Observers Can NOT Edit Brands
Observers Can NOT Delete Brands

Customers

Customers Can NOT Create Brands
Customers Can NOT Edit Brands
Customers Can NOT Delete Brands

Third Parties

Third Parties Can NOT Create Brands
Third Parties Can NOT Edit Brands
Third Parties Can NOT Delete Brands

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Create	✔	✔	✔
Edit	✔	✔	✔
Delete	✔	✔	✔

Time Tracking

Time Tracking - All Users (Table Content)

Admins - $

Admins Can enter time for any user
Admins Can access reports on all projects & users

Managers - $

Managers Can enter time for any user
Managers Can access reports on all projects & users

Guides - $

Guides Can enter time for themself only
Guides Can access reports on all projects they are invited to

Task Owners

Task Owners Can enter time for themself only
Task Owners Can access reports for themself only

Contributors

Contributors Can enter time for themself only
Contributors Can access reports for themself only

Observers

Observers Can NOT access time tracking

Customers

Customers Can NOT access time tracking

Third Parties

Third Parties Can NOT access time tracking

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Time Entry	✔	✔	✔ - Self Only	✔ - Self Only	✔ - Self Only
Reporting	✔	✔	✔ - Projects they are invited to	✔ - Self Only	✔ - Self Only

Resource Management

Resource Management - All Users (Table Content)

Admins - $

Admins Can access resource management
Admins Can access resource management settings
Admins Can add & edit functions
Admins Can see user capacity
Admins Can see user fully loaded cost
Admins Can assign self to tasks that require your function

Managers - $

Managers Can access resource management
Managers Can access resource management settings
Managers Can add & edit functions
Managers Can see user capacity
Managers Can NOT see user fully loaded cost
Managers Can assign self to tasks that require your function

Guides - $

Guides Can access resource management
Guides Can access resource management settings
Guides Can add & edit functions if they have been permitted to in the resource management settings.
Guides Can see user capacity
Guides Can NOT see user fully loaded cost
Guides Can assign self to tasks that require your function

Task Owners

Task Owners Can NOT access resource management

Contributors

Contributors Can NOT access resource management

Observers

Observers Can NOT access resource management

Customers

Customers Can NOT access resource management

Third Parties

Third Parties Can NOT access resource management

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Access	✔	✔	✔
Resource Management Settings	✔	✔
Add & Edit Functions	✔	✔	✔ - If permitted to in the R.M. Settings
See user Capacity	✔	✔	✔
See user Fully Loaded Cost	✔
Assign self to tasks that require your function	✔	✔	✔	✔	✔

Program Management

Program Management - All Users (Table Content)

Admins - $

Admins Can access program management
Admins Can edit customer information
Admins Can view ALL projects

Managers - $

Managers Can access program management
Managers Can edit customer information
Managers Can view ALL projects

Guides - $

Guides Can access program management
Guides Can edit customer information
Guides Can view projects they have been invited to

Task Owners

Task Owners Can NOT access program management

Contributors

Contributors Can NOT access program management

Observers

Observers Can NOT access program management

Customers

Customers Can NOT access program management

Third Parties

Third Parties Can NOT access program management

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Access	✔	✔	✔
Edit Customer	✔	✔	✔
View Projects	✔	✔	✔ - Projects they are added to

Company Details

Company Details - All Users (Table Content)

Admins - $

Admins Can access users
Admins Can access custom fields
Admins Can access integrations
Admins Can access Recipe Builder
Admins Can access Open API
Admins Can access Settings
Admins Can access Labs
Admins Can access Edit Company

Managers - $

Managers Can access users
- But cannot manage or add Admin users
Managers Can access custom fields
Managers Can NOT access integrations
Managers Can NOT access Recipe Builder
Managers Can NOTaccess Open API
Managers Can NOT access Settings
Managers Can NOT access Labs
Managers Can NOT access Edit Company

Guides - $

Guides Can NOT access company details

Task Owners

Task Owners Can NOT access company details

Contributors

Contributors Can NOT access company details

Observers

Observers Can NOT access company details

Customers

Customer Can NOT access company details

Third Parties

Third Parties Can NOT access company details

All Users	Admin	Manager	Guide	Task Owner	Contrib.	Obs.	Ext. Users
Users	✔	✔ - Cannot manage admin users or see fully loaded costs
Custom Fields	✔	✔
Integrations	✔
Recipe Builder	✔
Open API	✔
Settings	✔
Labs	✔
Edit Company	✔

Internal Users

Admin ($)

Members of your team that will be responsible for managing users within GUIDEcx as well as creating the onboarding templates that your teams will be using day in and day out.

$ - Cost of paid licenses can be found by Admin and Manager users by viewing the license type drop down in the user details drawer.

For questions about this reach out to your CSM or to billing@GUIDEcx.com

Main permissions:

Register with GUIDEcx
Create templates
Create projects
Add internal, external, and third-party users
Company Settings
White-label
Use GUIDEcx Branding

Visibility:

Admin & Manager users can look at any project within their GUIDEcx account and explore all the details. If you’d like to limit the amount you’re seeing, you can enable “My Teams”.
They can find project trends on the Dashboard and Analytics tab.
To receive automated updates on projects, add yourself to the project team.

Manager ($)

Members of your team that will be responsible for managing Guides and other license types (excluding Admin). The main role of this user is to assign others projects (Think Quarterback).

$ - Cost of paid licenses can be found by Admin and Manager users by viewing the license type drop down in the user details drawer.

For questions about this reach out to your CSM or to billing@GUIDEcx.com

Managers have the same permissions as an Admin except a few key ones:

They don't have access to Company Detail Settings
They can't edit Integrations
No visibility into Fully Loaded Cost for other users
They can add users, but they cannot create or edit Admin users

Guide ($)

These are the expert guides of your organization. These crucial members of your team will be leading customers throughout their onboarding experience using the templated project plans your Admin & Manager users have created. They will be responsible for ensuring your customer’s onboarding experience is smooth, seamless, and enjoyable. Also, Guides can spin up their own project plans and take on incoming project setups if you have integrated with other systems. They’ll also be able to provide critical feedback and ways to improve your onboarding templates.

$ - Cost of paid licenses can be found by Admin and Manager users by viewing the license type drop down in the user details drawer.

For questions about this reach out to your CSM or to billing@GUIDEcx.com

Task Owner (Free)

The main purpose of this user is to edit project plans as needed. Please note that they can only edit projects they are invited to. They have the same permissions as an Contributor, plus they can add/remove/edit regular tasks (NOT participant or event tasks)

Contributor (Free)

These are members of your organization that will be participating in the onboarding of your customers and/or would like visibility into their progress. These individuals could range from key stakeholders, account executives, technical teammates, or sales representatives. They will be playing supporting roles throughout your customer’s onboarding experience and may only be involved in certain tasks.

Note: A contributor's access is similar to an external user's access when it comes to editing tasks, etc, but of course they would be able to see things that are internal facing only.

Observers (Free)

Observers are an option for you to give an internal user a view only permission access.
Observers cannot be assigned tasks, log time, or add notes to projects or tasks.

External Users

Customer (Free)

Your customers are ultimately our customers. In GUIDEcx, they are considered contributors. We are almost as obsessed about their onboarding process as you are! Your customers will be using GUIDEcx to provide their needed input throughout the entirety of the onboarding process. They will also be inviting other members of their team as well.

Customer invite prompt:

The goal of the customer invite prompt is to simplify the app and increase engagement. Customers will be prompted to invite others from their organization to join the project.

Project success often depends on customer participation. Inviting key players will help to ensure all necessary people are actively aware of what work needs to be done, when it needs to be done, and by whom.

We recently did a study and found that when our partners are inviting 3-5 customers to their projects we see their On Time completion rate jump to 90%!!

Within the projects list:

Customers only see the projects they have been invited to.
Note they view these projects in the "Customer" tab of the projects list, not the "Provider" tab.

Changes a customer can make to a project:

They can add additional customers team members to the project.
This is done from the project "Team" tab.
They can add public notes to the project, including @mentioning anyone.
They can add public attachments to the project.

Within the project’s plan view:

Internal regular tasks can be designated as "Hidden" visibility. The customer will not see these.
Internal regular tasks can be designated as "Task Name Only" visibility. For these the customer will only see the task name, not the additional information such as the task assignee, start/due dates, and status.

Within the global tasks list:

They only see the tasks they are the assignee of. They don't see any other customer tasks or any of the internal and/or third-party tasks.

For tasks the customer is the assignee of:

They can not edit the task instructions, start date, or due date.
They can not add tags to the task.
They can change the task status to “Done”, “Stuck”, “Working On It”, or “Not Started”.
They can reassign the task to another Customer user.
They can add public notes to the task, including @mentioning anyone.
They can add public attachments to the task.
They can mark checklist items complete, add checklist items, or edit existing checklist items.
For Participant tasks they can edit Participants and edit the Participant Call To Action text.
For Participant tasks, once the dependency is met, they can click on the blue "Send Participant Assignments" button on the task card. This sends an email to each Participant on the task, containing the text from the Participant Call To Action field of the task.
For Event tasks they can edit Participants and edit the Event Information text.
For Event tasks, once the dependency is met, they can click on the blue "Send Invitations" button on the task card. This sends an email to each Participant on the task, containing the text from the Event Information field of the task.
They can add themselves, or their teammates, as a Watcher of the task (to automatically receive notifications related to the task).
They can reassign tasks they are assigned to to other Customer Users
Pro Tip!
Assign your Main Point of Contact to all customer tasks in your project, then have them add their team as customers to the project team and reassign tasks to the appropriate people.

For tasks the customer is not the assignee of:

They can not edit the task instructions, start date, or due date.
They can not add tags to the task.
They can not change the task Status.
They can not change the task Assignee.
- Note: If a Customer task is unassigned, no customer can add an Assignee.
They can add public notes to visible tasks, including @mentioning anyone.
They can add attachments to visible the task.
They can mark checklist items complete, add checklist items, or edit existing checklist items on external tasks.
They can not edit Participant/Event task Participants or edit the "Participant Call To Action" or "Event Information" fields.
They can add themselves, or their teammates, as a Watcher of the task (to automatically receive notifications related to the task)

Project action items:

They can not add project action items.
They can see action items which have been marked "Visible", however they can not open the action item to see the instructions.
They can see that a "Visible" action item has notes attached but they can not see those notes.
- Note: Only providers can add notes to an action item, and those notes must be "Internal" visibility. "Public" notes can not be added to an action Item.

Third Party (Free)

These are non-customer parties that are part of your customer’s onboarding process. These are participants who will be specifically working on certain integrations and related portions of the onboarding of your customers. By flagging and assigning the tasks appropriately, these members will only see work relevant to their involvement during the onboarding.

Before you can add a third-party user, you must create their organization in the GUIDEcx system. To do this, you must be an Admin, Manager or Guide user.

How to create a Third-Party User

Select the 3 "dots" located next to your company name.
Navigate to the “3rd Parties” tab found near the end of the list.
Next to the search bar you'll find the “+Add User” button on the top-right corner.
This will open up a slide-out menu where you can add the user’s name and email. Third parties are automatically assigned a contributor user.

Note: Third party organizations will only be filled out if the user is also an internal user for a different GUIDEcx account.

Inviting a Third-Party User to a Project

You can add third-parties to a project in two different ways:

Simply assign them a task within a project plan.
Add them to the project via the “Add Team Member” button on the “Team” tab.

FAQs

Are Not Applicable (NA) Tasks visible to customers?

No NA tasks are entirely hidden from customers.

Can Admins set or reset user's passwords?

No, Admins cannot set or edit a user's password but they can prompt a reset password email. To do so to the GUIDEcx login screen (either by logging out of GUIDEcx or by going to app.GUIDEcx.com in an incognito window) and use the "forgot password" option.

What does a "Pending" status mean against someone's name?

The pending status means that the user has not been 'registered', meaning they have not created a password to log into GUIDEcx yet. If they have been interacting with the project, then they would be doing so via email.
Read more about how you can interact with GUIDEcx through email HERE.

How to check the number of available licenses we have?

You can see how many available licenses you have on the Users Page.

How do I give a user that isn't an Admin or Manager access to all projects?

If you add a Guide, Task Owner, or Contributor, to a task as the assignee, watcher, or participant on a task, they will be automatically added to the project team upon project creation with that template.

As an Admin or Manager how can I make it so I only see my own team's projects/notifications?

Check out the My Team feature - it can be enabled or disabled as needed, and will help to focus the information that you are looking at!

How Do I Activate/Deactivate Users?

Check out this article that will walk you through managing your internal users: http://help.guidecx.com/en/articles/6539978-how-to-deactivate-reactivate-users

How Do I Remove a User from a project?

Navigate to the correct user screen.
1. For internal users: Click the 3 "dots" next to your company name and navigate to the users list, (this list can also be found by navigating to settings>users list.)
2. For third-party users: Navigate to the “3rd Party” tab in the left-hand menu and select the associated third party organization > remove connection.
Once you are on the correct screen, find the user you would like to deactivate and click their name. This opens an editing window.
At the bottom of the edit window you will see a "Remove Access" option in red.
After you click the "Remove Access" button, you will be asked to confirm the deactivation.

If the user has tasks or projects assigned to them, you will be prompted with a message to choose an individual for whom these tasks to be reassigned to.

GUIDEcx Overview

Global Task View

2. Team Setup

Project Table Dynamic Columns

User Overview Report