Innovate with stakeholders in real-time.
Bring outsiders into your innovation with guest accounts. Shorten the distance to stakeholders and customers with safe and easy sharing.
How Do You Include External Partners Without Exposing Internal Projects?
Guest users in Ideanote give you a way to work with external collaborators while keeping your internal idea collections private. When you invite someone as a guest or share a link for guest access, they only see the specific idea collection you gave them access to. Your company-wide campaigns and other projects stay hidden.
This approach addresses a common challenge: you want input from customers, suppliers, or university partners, but you need to protect sensitive internal work. Guest users solve this by creating clear boundaries. An external advisor sees one project. A customer group sees another. None of them access your broader innovation workspace.
Guest Users Work Without Single Sign-On
External collaborators join with personal email addresses. They do not need your organization's single sign-on credentials. This removes friction when you want to bring in outside voices quickly.
Control What Guests Do and See
You decide what level of participation each guest has within their assigned collection. They submit ideas, vote, or evaluate, depending on the permissions you set. Guests receive notifications about their collection only. You manage these settings individually.
Guest users also help you manage costs. You bring in external input without adding seats for every participant. This makes open innovation and customer co-creation practical at scale.
Do external collaborators count toward my user limit?
Guest users do not count toward your internal seat limit. When you invite external partners, consultants, or customers as guests, they access only the specific collections you share with them. This means you invite as many external stakeholders as your projects require without affecting your license count.
This approach lets you run open innovation programs, work with university partners, or gather customer input without worrying about license costs for every external participant.
How do I invite someone as a guest user?
You invite external collaborators directly to a specific idea collection. They receive an invitation to join that collection only. You also create shareable links that allow people to join as guests, or embed widgets on your website where visitors submit ideas without needing single sign-on credentials.
Guest users log in with their personal email addresses. They do not need to be part of your company's SSO system or Azure tenant to participate.
What do guest users see when they log in?
Guest users see only the idea collections you explicitly share with them. They do not see your company-wide collections, internal campaigns, or any other workspace content. If you run a cost-saving initiative for employees and a separate collection for customer feedback, your customer guests see only the customer feedback collection.
This keeps your internal innovation work separate and secure while you collaborate with external partners.
What actions do guest users take inside a collection?
You control what guest users do within their assigned collection. They submit ideas, vote on submissions, comment, and participate in evaluation if you grant those permissions. You define the level of access for each guest user based on your project needs.
For example, you allow external advisors to evaluate and score ideas while customers only submit and vote. You also let guests view the innovation process without taking any actions if you prefer.
Do I work with multiple external groups at the same time?
Yes. You invite different external groups to separate collections, and they do not see each other's content. If you collaborate with three different clients or partner organizations, you create a dedicated collection for each. Each group accesses only their own collection.
This gives you secure, segmented collaboration where no external party views another's ideas or discussions.
Do guest users receive notifications?
Guest users maintain a profile and receive notifications, but only for content in the collections you shared with them. They do not get updates about your internal campaigns or other workspaces. You define notification settings for each guest user, so you control how much communication they receive.
Smart and Easy Idea Management
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