Invite a Plane Project Guest for Intake Submissions
Invite the person to the workspace first, then add them to the Plane project as Guest. Guest access is designed for their own Intake requests, not general project browsing.
Project or Workspace Admin access is required. Enable Intake for request submission. Review linked teamspaces: inherited Contributor access can defeat a deliberately limited direct role.
Example: invite a customer stakeholder to submit checkout bugs while allowing them to see and maintain their own intake requests only.
Step-by-step guide
Complete workspace membership
Have an authorized administrator invite the stakeholder to the workspace and wait for acceptance. Project member selection only lists people already in the workspace.
Add the project Guest
Open Project settings > Members > Add member. Select the stakeholder, leave or choose Guest explicitly, then click Add member to save the project association.
Enable the request channel
In project settings, open Intake under the Features heading and enable it when the project should accept submissions. Explain that Intake requests are reviewed before joining active work.
Verify the intended boundary
Ask the guest to open Intake and submit a harmless example. Confirm their own request is visible while unrelated project work is not; inspect any teamspace-based grants.
Common mistakes
Using Guest for a read-only stakeholder
A Guest sees their own requests rather than all project work. Use Commenter when the person should read the project and comment broadly.
Sources and verification
Based on product documentation checked on 2026-11-04. This is a documentation-based guide, not a hands-on benchmark. Features and availability can change.