Managing Guest Spaces

A Guest Space allows you to collaborate with external partners, customers, etc. who are not users of your platform. Guests can view only the information in the Guest Space they have been invited to join.
 
The Guest Space(s) you are a member of display in the Spaces section on the portal home page. Users who have permission can create Guest Spaces. 
 
Creating a Guest Space:
 
  1. Under Spaces on the portal home page, click the plus icon (+).
  2. Select New Guest Space.
  3. Create a new space from a Space Template, or from scratch.
  4. Name the new Space.
  5. Configure the desired settings for the Space.
  6. Choose or upload a Cover Photo.
  7. Click Screen_Shot_2017-05-09_at_2.25.59_PM.png.
 
Inviting Guests:
 
  1. While in the Guest Space, click the ellipses Options icon at the top right.
  2. Select Manage Guests.
  3. Navigate to the Guests tab, and click Invite Guests.
  4. In the Invite Guests dialog, enter the e-mail address of each guest. Separate multiple e-mail addresses with commas.
  5. If desired, edit the Subject and Message of the invite email.
  6. Click Screen_Shot_2017-05-24_at_11.36.54_AM.png.
The Guests tab of the Space Settings dialog will show the guests you invited, their status as Invited, and the date and time the invitation will expire. After the guest signs into the platform, the guest's display name is shown in the Display Name column, and their status is Active. To delete the guest, click Delete.
 
 
What the Guest Receives:
 
Invited guests receive an e-mail invitation from the address no-reply@kintone.com.
The e-mail contains the text that was set up when sending the invitation, and also contains the name of the Guest Space and a URL. The e-mail states the URL expires after one week.
 

To join, the invited guest must:

  1. Click the URL in the e-mail, which links to a signup form.
  2. Enter a Display Name that will show in the guest space.
  3. Create a Password. The password must be a combination of letters and numbers with a minimum of 3 characters.
  4. Click Login. The guest is immediately logged into the kintone portal guest space. A second automatic e-mail from no-reply@kintone.com confirms the account set up. It provides the URL to the guest space and the user's password.

 

Inviting Guests with Two-Step Verification

Two-step verification provides additional security by requiring guests to enter a verification code. When two-step verification is enabled, on guest's second and subsequent logins, in addition to entering their e-mail address and password, the guest must enter a verification code to log in.
 
When the Enter Verification Code page displays, a verification code is sent to the guest's e-mail address. The verification code in the e-mail is valid for one hour after the e-mail is sent. The guest must retrieve the verification code from e-mail and use it to log into the guest space. The guest must retrieve a new verification code for each login.
 
See Setting Guest Authentication for configuring two-step verification. 
 
 
 


 

 
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