What is the guest access?

Guest roles let you work with people that only have limited access to your company's workspace – such as contractors, interns or clients. There are two types of guests: multi-channel guests and single-channel guests.

Multi-channel guests have access to only the channels that you specify. They're billed as regular members and can be added to an unlimited number of channels.
Single-channel guests are free and can only access one channel. For every paid active member in your workspace, you can add up to five guests. For example, if you have ten members, you can invite up to 50 single-channel guests!

How to streamline guest access?

Working with guests and other companies in Pumble can fundamentally change the way your team collaborates with externals. If you need to work with just one or two individuals, a guest account is likely best.

Create a channel just for guest requests

In Pumble, any new guest account must be enabled by an admin or owner. Create a dedicated request channel to prevent your users from searching Pumble for the correct person to ask for a guest account, as well as how to ask for one.

This should have a distinct name, such as #new-guests or #guest-requests, and should ideally start with one of your company's well-known channel naming conventions.

Pin a template for new guest requests

In order to accept a guest account request, admins will most likely need some basic details. What is the person's role, for example? Why do they need Pumble access? Has a NDA been signed?

Create a request template with each field your company requires to ensure you're not chasing after answers to these questions —and that you get the guest's name, email, deactivation time and channel requirements. Then, along with instructions on how to copy and paste the template into a new request message, publish it to the channel and pin.

Limit guest access with time expiration dates

Guest accounts are restricted not just to the channels you offer them access to, but also to the length of time they have access to your Pumble workspace. There are three possibilities:

After a given amount of time, deactivate a guest account automatically
Set a specific date and time for deactivation
Allow an account to have indefinite access

Remember that the expiration date you enter during setup does not need to be exact. Two days before their deactivation, guests, admins, and owners will receive an email reminder, with the ability for admins and owners to extend the time limit with a single click.

Limit guest access with time expiration dates

STEP 1

Create a Pumble account

To start communication with your clients, the first thing you need to do is create an account.

STEP 2

Install mobile and desktop version

Pumble is a web app, but it can also work offline. When your internet connection goes down, you can use the iOS and Android apps to continue collaboration and discussion with teammates.

STEP 3

Create channels

To ensure transparency within the whole team, in a team collaboration app create channels related to projects or divide them per team. Channels can be public, so everyone can access them, or private where only channel members can see their content.

STEP 4

Set up your profile

Set up your profile to give an example to others on how to set their profiles on Pumble. Insert your name and picture, position, and email address so others know how to contact you when you’re not available.

STEP 5

Invite your team

Next, form teams. In Pumble, you can invite an unlimited number of people for FREE. Also, give admin roles to other managers so they can help you manage other team members.

STEP 6

Start chatting with your team

In the workplace chat app Pumble, each team member can join all public channels created in the workspace. Also, they can send private messages to each other, or create groups for up to 7 members.

STEP 7

Invite guests to join your team

For the Pumble PRO plan, you can add up to five single-channel guests for every member of your existing team, free of charge. If you create channels for every project you have, use the single-channel guest feature to let in specialized outside individuals, like contractors, interns, and clients.

STEP 8

Share files with all team members and guests

To help you work with your team in Pumble, you can add files to your workspace. Files are searchable and shareable across Pumble, making it easier for everyone to find the information they need and work together.

See what users have to say

“You can download the app”

”Easy to use, simple and clean layout. Using the software is not really complicated and it does not have a steep learning curve. I also like that you can download the app. Good alternative for Slack or Teams if you don't need all the bells and whistles, just a basic chat platform.”

Vilhelm S.
Web Developer | Marketing and Advertising, 501-1000 employees

“You can have multiple workspaces”

”My small nonprofit has been on the search for a team communication software that doesn't break the bank.
Luckily, we stumbled across Pumble, and it's perfect! It does everything Slack does, but for free! It's very similar to Slack in terms of functionality. The interface is great. You can have multiple workspaces as well.”

Fatima H.
Program Manager | Education Management, 51-200 employees

“It doesn’t have limit on messages”

“Overall, I find it very easy to use. In fact, we migrated everything from Slack to Pumble now. I don’t worry about messages being deleted anymore.
It doesn't have a limit on message and files history compared to Slack. This is what matter's most to me as I really would love to review messages from time to time.”

Julie Anne B.
SRS | Government Administration, 51-200 employees

More reviews

An introduction to Pumble’s guest accounts