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Guest Access – Overview

Guest Access allows organizations on Enterprise plans to securely share specific views (e.g. Sheet, Kanban, Gallery, Forms) with people outside their workspace.

Updated over 7 months ago

What is Guest Access?

Guest Access lets you publish selected views and invite external users without requiring them to have a full account in DataLexing. Unlike other types of sharing (public or password-protected), Guest Access requires users to log in with their email and a one-time code. When a view is shared by email, each guest becomes visible in the Admin Panel as a distinct user. This enables fine-grained permission control and audit tracking.

Why use Guest Access?

  • Enable external collaborators (partners, clients, students, citizens) to interact with specific data.

  • Reduce license costs by avoiding full accounts for occasional users.

  • Maintain security by knowing exactly which guests joined and what they did.

  • Provide flexible control: read-only, editable under conditions, or limited submissions.

  • Support workflows in government, education, or enterprise scenarios (e.g. form submissions, limited editing rights, feedback collection, updating applications).

How does it work?

  • AAccess methods:

    • Email authentication – guests log in using their email and receive a one-time verification code.

    • Admins may allow all emails, restrict to specific addresses, or restrict to a domain.

  • Permissions:

    • Guests can be restricted to only relevant rows (based on Created By, Email or Collaborator columns).

    • Editing can be allowed, fully blocked, or conditional (e.g. for those with status = “waiting”).

    • Record creation can be limited to a number per user, with automatic reset cycles (weekly, monthly, quarterly, yearly).

  • Administration:

    • Admins manage Guest Access in the Publish tab of a view.

    • In Enterprise workspaces, a Guests tab appears in the Admin Panel with a list of all guest accounts and their assigned views.

    • Activities are tracked in the Audit Log.

  • User experience:

    • Guests open the shared link, enter their email, and confirm with a one-time code (no full login screen).

    • They see the shared view plus a simplified sidebar with navigation between shared views, workspace switcher, Help Center, and logout.

    • When allowed, they can add or edit records via Add row.

Notes

  • Guest Access is available only for Enterprise plans.

  • Mobile access is supported but now may still have limited coverage due to ongoing development.

Related articles

  • [How to enable Guest Access]

  • [How to manage Guest Access settings]

  • [Guest Access – Permissions and Options Reference]

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