**This article explains how a guest joins a shared view and how to navigate the interface once inside. Guest Access requires logging in with an email address and a one-time verification code (OTP).**

## **Steps to join a view**

1. Open the link provided by the workspace admin.

2. Enter your email address and click the "Next" button.\
   ​

   ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT0luelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--865efec3e7462fe1a61008336a8854c5780518a4/HC-J1.png?cw_image_width=461px)

   *Email input screen*

3. Check your inbox and copy the one-time verification code sent to you.\
   ​

   ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT2NuelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--f4c2c048e8a727470623c6dc5edd3b3fb0c80adb/image.png?cw_image_width=1198px)

   *Email with OTP code*

4. Paste or write down the code into the login window and confirm.\
   ​

   ![](https://downloads.intercomcdn.com/i/o/rk5ddvfu/1747077746/4d10810016880e9e53ce7d4eb298/image.png?expires=1783555200&signature=1f2d227387436ca4129dc6959024f0e414da09a49499b97345cb6d1d4b6fd8e3&req=dScjEcl5moZbX%2FMW3nq%2BgQn6OqKpaQ4uf5WhmQ26UVsjlLm5pDTMps%2FNM5gb%0AJv2%2BGxS37yVfE1GQyxXiY92t9AM%3D%0A&cw_image_width=465px)

   *OTP input*

5. You are now logged in as a Guest and can access the shared view.\
   ​

   ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT0VuelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--27da3c8958548142809f508c7d34deb7808221cb/image.png?cw_image_width=2559px)

   *View after login*

## **Navigating the guest interface**

* Sidebar (left): simplified navigation.

  * Switch between shared views available to you (*green arrow*).

  * Switch workspace (if multiple workspaces were shared) (*purple arrow*).

  * Access Help Center (*red arrow*).

  * Log out (*blue arrow*).\
    ​

    ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT0FuelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--3bfab5908388449b529d8df2be1296df80887b4a/image.png?cw_image_width=327px)

    *Guest sidebar*

* Shared view area (center): the main content (Sheet, Kanban, Gallery, or Form) you have been given access to.

* Actions inside the view:

  * You can extend any row to check the information inside (*red arrow*).

  * If allowed, you will see Add row to create new records (*blue arrow*).

    \
    ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT1luelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--05ffb53c3e8394cddbf6aaac5ce659476639c2d6/image.png?cw_image_width=1234px)

    *Add row & extend buttons*

  * If editing is enabled, you can update existing rows.

    \
    ![](https://app.chatwoot.com/rails/active_storage/blobs/redirect/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBCT1FuelFVPSIsImV4cCI6bnVsbCwicHVyIjoiYmxvYl9pZCJ9fQ==--5cf0ff6f81c1c852414fe746e9e3901f316d3af1/image.png?cw_image_width=585px)

    *Editable fields*

  * If restrictions apply, you may see only your own rows.

### **Notes**

* Your access is defined by the workspace admin (what you can view, edit, or create).

* If you don’t receive the one-time code, check your spam folder or request a new one.

* If you lose access, contact the workspace admin – they control guest permissions.


### **Related articles**

* [Overview – Guest Access]

* [Kanban View]

* [Sheet View]

* [Gallery View]


