Understanding Guest User Permissions and Notifications

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Access Rights Management


When the Guest Users App is first enabled, an automatic read-only access right named Guest User is created.

This access right:

  • Cannot be edited or deleted manually.

  • Is automatically synchronised with app-level configuration changes.

  • Provides Read + Edit + Download + Version Control access to selected modules where the app is active.

If the Guest Users App is later deleted:

  • All previous configurations are removed.

  • The Guest User access right remains in the system, but all permissions within it are revoked.

Guest Users Notification Rule


Note: More details can be found within the article Notification Rules

After saving the guest user configuration, an Automation Rule will be created automatically for the enabled module(s) to notify guest users via email when they are invited as a shared recipient.

Email template preview inviting a user to review a file

Email template preview for inviting a guest user

Note: Additional information regarding the configuration of Notification Rules can be found here.

Subscribing to Guest Users Invitations


Note: More details can be found within the article Notification Rules

In addition to the Share Proofing Guest notification rule, it is also possible to configure a Share Proofing Subscriber notification rule. This allows specified internal users to be notified when an item is shared with a guest user. Notifications can be received through various channels, including the application, email, Slack, and Microsoft Teams.

Form fields for creating a new automation rule of type share proofing subscriber

Automation rule of type share proofing subscriber

Extending Guest Users Permissions


Group and status restrictions set for the item are ignored when granting guest users access to the shared item. Unreleased items will also be accessible to guest users. However, the following restrictions are still enforced:

  • Download access to the Proofing module

  • Download access to the Proofing Media Holder

  • Promotion settings

In addition to allowing guest users to add comments and annotations, it is also possible to extend their permissions to include:

  • Changing status, including adding comments and reasons (see the Change Status article for more details).

  • Modifying field data and uploading files during workflow transitions (see the Field Usage article for more details).

Known limitation: