Occasional and Non-Team Members
Set up by: Company Admin
Non-Team company members feature allows you to invite people outside of your business, such as contractors, consultants, freelancers and any other temporary users, without giving them access to team boards and team settings and keeping your data secure. The role does not require any payment for commenting or viewing access. Editing access requires Day Passes.
Occasional Members feature provides a way for those team members who do not require constant access to the app. This role requires Day Passes. Note that if your company account has Day Passes, all new users are invited as Occasional to not take paid seats.
Comparing Non-Team, Occasional, and Full Member
|Functionality/Rights||Non-Team Member||Occasional Member||Full member|
| Conversion to a Full member||✔||✔||-|
| Conversion to an Occasional member||✔||-||✔|
| Conversion to a Non-Team member||-||✔||✔|
| Viewing shared boards||✔||✔||✔|
| Commenting shared boards||✔||✔||✔|
| Editing shared boards||Limited |
(some apps unavailable)*
| Embedding content via iframe||✔||✔||✔|
| Access to Marketplace||✘||✔||✔|
| - Adding or editing JIRA cards||✘||✔||✔|
| Access to team boards||✘||✔||✔|
| Creating new boards||✘||✔||✔|
| Editing board's description||✘||✔||✔|
| Sharing boards or editing sharing permissions|
(if an editor on the board)
| Access to team templates||✘||✔||✔|
| Saving board as a template||✘||✔||✔|
| Manual board back up||✘||✔||✔|
| Making a copy of a board||✘||✔||✔|
| Transferring a board between projects||✘||✔||✔|
| Attaching boards to JIRA||✘||✔||✔|
| Logging in via SSO||✘||✔||✔|
| Payment method||Free (Day Pass for editing access)||Day pass||Team Seat|
*Non-Team members will be able to use only basic editing tools and apps:
Non-Team member's toolbar
Upload options available to Non-Team members
Enabling Non-team Members
Non-team Members are enabled by default
The Company Admin can enable or disable Non-team collaborators for each specific Team.
To edit Invitation Settings please open Company Settings => Teams and choose the Team you would like to edit.
Setting up rules for Non-Team members
Please note that if Non-team memberrs are disabled for the team all existing Non-Team members will be removed from the team’s boards.
Inviting Users as Non-team Members
To invite a Non-team Members to the board please click the Share button on the board, enter the email of the person and set the needed rights level.
After you click Send the system will ask you to select between adding them as a team member or as a non-team collaborator. To invite a Non-team Collaborator please select Add them to this board only:
When sharing a board
Converting the Members
Company Admin can convert users anytime in the Company Settings => Members. All team members can be converted to the Occasional Member or a Non-team Collaborator and vice versa (note that Full user/Occasional Member > Non-team member conversion is not an option if your Company uses SSO and the Non-team member is registered from an SSO-whitelisted domain).
You can convert any Non-team or Occasional Member to a full one in the Members section.
If you convert full team member to the non-team collaborator you will be able to transfer all boards and templates to the team’s administrator or delete them.
The option to transfer the ownership when changing the user's status
Removing the Members
Company Administrators can remove a Non-team or an Occasional member by choosing the user in the respective section and clicking Remove from Company:
Removing a Non-team member