# Inviting CSM guest collaborators

**Category:** [Customer Success](https://help.totalctrl.app/hc/totalctrl/totalctrl-help-center/en-US/categories/crm-csm-templates)
**Updated:** 2026-08-19

## CSM Guests

You can invite external collaborators to work in Customer Success without giving them access to the rest of your workspace. Guests can use CSM only — no dashboard and no other apps — and they don't consume a regular seat.
## How to invite

- Go to **CSM → Settings → Team**.
- Enter one or more email addresses and pick a role (Member, Viewer, or Admin).
- Click **Invite**. Each person receives an email with a secure link that expires in 7 days.

## Accepting

When a new invitee clicks the link they create an account and are added as a guest with CSM access. If the email already belongs to a workspace user, they're simply granted CSM access. You can revoke any pending invite from the same Team page.
## Assigning guests

Once a guest has joined they appear in the CSM Owner picker and in any **CSM (User / Guest)** custom field, so you can assign accounts to them.

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## Related Articles

- [CSM Account Templates](https://help.totalctrl.app/en-US/articles/csm-templates)

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