Inviting Free Guest Users

Use free guest users to collaborate with people outside of your account.

Meg Hall avatar
Written by Meg Hall
Updated over a week ago

CaseFleet's free guest user feature allows you to collaborate on any case with 2 users outside of your company or firm for free! These users will only be able to work on a single case that you have assigned to them.

To add a guest user to your case, go to the Case Home tab and click the "+" button in the top right corner for adding users.

In the menu that appears you will see the number of guest users remaining on the case: 

Click "Add more users" to open the invitation form. Guests can be invited if they:

  1. Are not members of your company and their email domain reflects this. For example, if my email is, I can't invite, but I can invite

  2. Have not been added to another case in your account. 

After the guest accepts their invitation, they will be assigned directly to your case and can begin work. 

NOTE: Administrators can also invite guest users to your account on the Account Settings > Users page. Any guest users added via this method will need to be assigned to the appropriate case.

For instructions on how to change the one case to which a guest user has access, click here.

Did this answer your question?