Guest Access

Give a client a read-only window into their package's compliance posture.

Guest access lets someone outside your organization — typically your client's point of contact — sign in and see where a single package stands, without seeing how the sausage is made.

With a package selected in the MSP workspace, click Guest Access in the sidebar to open the Guest access page.

What guests can and cannot see

As the page itself states: guests see this package's compliance posture and remediation items. They never see your implementation notes, evidence files, or any of your other packages.

Guests sign in on the Guest tab of the login page and get a read-only view of the package's overview, controls, and POA&Ms. Guests with the View & comment access level can also comment on POA&Ms.

Inviting a guest

1. Click Invite guest in the top-right. The Invite a guest dialog opens.
2. Enter the guest's Name and Email.
3. Choose an Access level: View only or View and comment.
4. Choose when the grant Expires: 7 days, 30 days, 90 days, 1 year, or Never expires.
5. Click Send invite.
6. For a new guest, the dialog shows an Invite link. Copy it and send it to the guest — it is valid for 14 days and can be used once, to set their password. (If the person already has a guest account, no link is needed; the package simply appears in their list.)

Managing existing guests

The guest table shows Guest, Access, and Expires columns. Pending invites are marked "invite not yet accepted"; lapsed grants show Revoked or Expired badges.

Click the ⋯ button on an active guest's row for:

• Allow commenting / Change to view only — switch the access level.
• Extend by 30 days — push the expiry out.
• Make permanent — remove the expiry (shown only for expiring grants).
• Revoke access — cut access immediately.