Guest Role Access

Guest role is an extra feature available on our Business and Enterprise plans.

Work with contractors, freelancers, vendors, or clients on Pumble. How? Use Pumble’s guest role and give your co-workers limited access to specific channels.

Managing guests in a workspace #

Workspace owners and admins can invite guests to the workspace.
When inviting users, the owner or admin will be able to choose to invite them either as a regular user or as a guest.

Also, owners and admins can switch regular users to guest users.

Billing for guest users #

Guest role is available only with our PRO plan.

There are two types of guests:

• Single channel guests: Can only be a member of one private or public channel. It’s free, and you can have 5 single channel guests for every paid user.
  For example, if you have 10 members, you can invite up to 50 single-channel guests!

• Multi channel guests: Can be added on an unlimited number of private or public channels, but only to the channels you specify. They’re charged as regular users.

Deactivating time for guest users #

Workspace admins can Set a time limit until which a guest will have access to the workspace. After that, the guest account will expire.

There are two options:

• Guests can have indefinite access
• You can set a custom deactivation time

Two days before the deactivation, the workspace owner or admin who invited the guest will receive an email that the guest account will expire. The owner or admin can choose to extend the time limit if needed. Additionally to that, guest user is informed by Pumble bot that their account is about to be deactivated.

Managing access to channels #

Guests must be invited to join channels in Pumble.

To set up a guest access to channels:

1. Click on your workspace name at the top left in your web app
2. Choose Workspace settings from the menu
3. Click Manage members
4. Click the three dots icon to the right of the member you wish to edit
5. For a Single channel guest, click Edit info and change their current channel
6. For Multi channel guests, click Edit info and choose the channels user’ll have access to, or click the x icon next to a channel they’re in to remove them

Multi channel guests have a square shape next to their names, while Single channel guests have atriangle.

Establish isolated guest access #

To maintain confidentiality and ensure that sensitive conversations remain private, set up isolated guest access to make sure a single-channel guest interacts solely with you:

1. Create a Private Channel
2. Invite the single channel guest to join this channel

This setup gives the impression that the entire workspace is just that one channel with the two of you as users. If you ever need to involve another team member in a conversation with the guest, simply add them to the same private channel.

Viewing guest profiles in your workspace directory #

When you add a guest to your workspace, a new profile will auto-populate in your directory with the following information:

• Which workspace owner or admin invited the guest
• Which channel(s) the guest has access to
• If a time limit is set, the date a guest account will be deactivated

Viewing a guest’s profile #

1. Click on People and user groups in the left sidebar
2. Enter guest’s name, display name, job title, or email address in the Search field
3. Click the guest’s profile picture to open the profile and view more options

Permissions for guests #

Guests permission in Pumble:

✓ – Available

	Multi-Channel Guests	Single-Channel Guests
See members/apps in channels they can access	✓	✓
Create private channels	✓	–
Create public channels	–	–
Accept a public channel invite from admin	✓	–
Accept a private channel invite from any member	✓	–
Invite other members to a private channel	✓	–
Rename, archive, or delete channels	–	–
Remove other members from channels	–	–
Set channel topics and purposes	–	–
Leave public channels	–	–
Leave private channels	✓	–
Make @channel and @here announcements	✓	✓
Be added to or mention user groups	–	–
Direct message members in the same channels*	✓	✓
Start a group DM with members in the same channels*	✓	–
See message and file history in channels they can access	✓	✓
Post in the #general channel (if they have access)	✓	✓
Add or remove Incoming webhook	–	–
Use shortcuts	✓	✓
Start Calls in channels they can access	✓	✓
Join Calls started in the Workspace they are part of	✓	✓

* Guest can only initiate a DM with a member who’s in the same channel(s). Member, however, can initiate a DM with any guest, even if they’re not in the same channel.