Guest mode is intended to be used when you are at the build stage of a project, whether it’s on their live site or a staging enviroment.
This is super handy if you do not want to give your clients logins yet, but you still want to visually collaborate with them.
By turning guest mode on, any visitor to the website will see the Client Interface Plugin on the front-end, so you want to make sure that random people cannot find the website (or face the possibility of people creating random tasks).
Turning Guest Mode On
To turn guest mode on, we need to head to the “Permissions” settings of the Client Interface Plugin inside the WordPress Admin.
If we scroll down a bit, you’ll see a setting called “Guest Mode”, let’s turn it on.
Once toggled on, scroll down and click on “Save Changes”.
Setting The Default User For Guest Mode
As anyone can use Atarim while guest mode is turned on, the default user enables you to attribute any changes or tasks made to a user inside WordPress.
When using guest mode, we advise to create an account with your client’s email address (but do not give them the login), and set it as the default user. This will ensure they still recieve notifications.
You’ll find this setting at the bottom of the “Permissions” setting.
In this example, we have set it to “New Client”. Now if we go to the website without being logged in and create a task…
We can see that the task was created under the account “New Client”.
Changing Permissions For Guests
Also inside the “Permissions” settings screen, we can change what a guest can and cannot do with Atarim on the front-end of the website.
For a description of what each of these settings do, you can hover over the tool-tips inside the left column.
Getting Support From Us
And that’s it! Guest mode is perfect for when you want to visually collaborate with your clients at the build stage of a project, and ease them into using Atarim.
If you have any questions about guest mode or anything in general, you can always reach us on firstname.lastname@example.org where we are always happy to help!