Guest roles include client, auditor, solicitor, accountant, adviser, contractor, investor, supplier and partner. Revoking a guest stops future access; it cannot recall what the guest has already seen.
Guest
A person or organisation outside your own, such as a client, auditor, adviser, contractor or supplier, given controlled access to selected information and capabilities.
Example
John, a director of ABC Limited, is a guest of the practice. He can see ABC’s approved accounts and outstanding requests, and can connect his own Claude, which receives only that projection.