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Matidor 101: Inviting Guests to Portfolios and Projects | Collaborate Easily Across Teams

Learn how to invite guests to your portfolios and projects in Matidor to streamline collaboration with clients, contractors, and team members. In this quick tutorial, we’ll walk you through guest roles, permissions, and how to share access securely.

In this video, you’ll learn how to:
✅ Add guests to your workspace with specific roles like Viewer, Contributor, or Manager
✅ Share one or multiple projects directly from the User Management screen
✅ Send guest invitations and manage access with instant email links
✅ Share existing projects or entire portfolios for better visibility on progress and budgets

Inviting guests in Matidor makes cross-team collaboration simple and secure, so everyone gets the right level of access to the data they need.

Start collaborating with guests in Matidor today. To learn more or sign up for a free demo.

Transcript

What This Video Covers

This tutorial shows how to invite external guests — such as clients, contractors, and partner organizations — to specific projects and portfolios in Matidor. Guest invitations give collaborators controlled access to the data and views they need without exposing unrelated projects or sensitive internal information. The video covers available guest roles, how to send invitations, and how to manage access after it has been granted.

Who This Is For

This video is for project managers who regularly share project status with clients or external partners, operations leads who coordinate with multiple contractors across different sites, and Matidor administrators who manage workspace access and security for their organization.

Step-by-Step Walkthrough

The tutorial begins in the User Management screen. You enter the guest's email address and assign them a role. Matidor provides three guest roles: Viewer, which allows read-only access; Contributor, which allows the guest to add comments, upload files, and update work items; and Manager, which grants full editing rights on the projects they are invited to.

After selecting the role, you choose whether to share access to individual projects or an entire portfolio. Portfolio-level sharing is efficient when a client or contractor needs ongoing visibility into a group of related sites. The guest receives an email invitation with a secure access link and can begin collaborating immediately. From the User Management screen, you can modify a guest's role at any time or revoke access when the project phase is complete.

Key Takeaways

Guest access in Matidor makes cross-team and client collaboration straightforward without creating security risks. By assigning the right role and scoping access to specific projects or portfolios, your organization can share exactly the right information with each external party while keeping other workspace data private.