Invite external reviewers
Invite people outside the workspace to review a timeline or snapshot.
Outcome
Give external reviewers the access they need without making them full workspace members.
Applies to
Workspace members sharing plans with clients, contractors, partner teams, or executives.
Before you start
Know whether the reviewer should see a live timeline or a snapshot. Confirm the email or link destination before sending access.
Steps
- Open the timeline or snapshot sharing controls.
- Add the reviewer or create the access link.
- Choose the permission level available for that share.
- Send the invite.
- Use Reviews and Settings > Access to confirm accepted, active, or revoked status.
What happens next
External reviewers can comment or view according to the share settings. They do not become internal workspace members.