At some point, you'll probably wonder what a customer sees when you add them to their GUIDEcx project. Following these steps will help you accomplish that:

With these steps followed, you should can see what the experience overview/project invite, task assignment emails, and weekly updates look like!

By default, when you invite a customer or third party to a project, they will see the project you have invited them to. If you have white labeling, they will also see your color scheme and logo.

When you invite your customers to a project, it’s like inviting them to your “restaurant”.

GUIDEcx makes each scenario easy to set up.

This is what you will see internally:

Above, we see a task called "Deploy" with a yellow background. That specific task has a modified visibility setting to be hidden completely from customer view (internal hidden). You will notice that it does not appear at all below, not even in a collapsed form.

Below is what your customer will see. Notice how all of the tasks above are collapsed when they look at them. They cannot open or expand these tasks (in your restaurant, but not in your kitchen).

A great thing about this view is your customer can get a full idea of what needs to be done. If tasks are assigned to them or members of their team, they will be able to see the details.

Here, the customer has opened a task and can see (but cannot edit) the details. They can leave notes (including @mentioning anyone), mark checklist items complete, add checklist items, attach documents, etc. This task is unassigned. If it were assigned to them, they could change the assignment to someone else on their team. They may also want to invite someone else. They can add new team members from the "Team" tab just like you! The only difference is they will not see the ability to add internal or third-party users.

They can also see public notes on the project, add public notes to the project (including @mentioning anyone) and add documents to the project.

In the “Project Action Items” tab, they can see action items which have been marked "Visible", however they can not open the action item to see details of the description or the notes added to the action item. Just like with tasks, they can not add action items.

The default view is Compass, which you can learn more about here.

You can also restrict your customer's visibility to "My Tasks" where you can learn more below:

When you do this, your customer will only see the "My Tasks" tab at the top of the project. Notice that the other tabs (Overview, Plan, Team, etc.) are not visible to them after you make this change. This is a great way to simplify their experience and provide an easy-to-consume list of tasks. This can be adjusted later from the three dots on the corner of their contact card on the "Team" tab.

You can grant visibility to internal task details by default. Default visibility settings are available to your admins in "Company Details".

Pro tip: Task-level visibility settings are also available if you want more granular control.