Guest Access

Share the work. Not the whole workspace.

  1. Your business, behind Kroy.

    Client records, internal notes, AML reviews and profitability all live inside your organisation.

  2. Share with a person.

    ABC Limited’s director receives a projection of their own record: requests, deadlines, approved accounts.

  3. Or the AI they already use.

    He connects his own Claude. It works under his delegation, bounded by what you shared.

  4. Approved information crosses.

    Outstanding requests travel to his AI. Internal notes physically stay on your side — Kroy refuses them.

  5. Expiry and revocation.

    Access can end on a date or at a click, and every access is recorded.

Your organisation
Kroy
CLIENT RECORD
INTERNAL NOTES
AML REVIEW
John · ABC Ltd Guest
His Claude
Expires 31 March
Your organisation
Kroy
CLIENT RECORD
INTERNAL NOTES
AML REVIEW
John · ABC Ltd Guest
His Claude
Expires 31 March
A client and their own AI receiving only a projection across the Kroy boundary. Your business, behind Kroy.. Share with a person.. Or the AI they already use.. Approved information crosses.. Expiry and revocation..

Guests are first-class

A guest is a person outside your organisation — a client, auditor, solicitor, adviser, contractor, investor, supplier or partner — who needs to see part of your work. In Kroy, guests are proper principals with their own identity, permissions, expiry and audit trail.

Share a projection, not a workspace

You do not give a client your workspace. You give them a projection: the portion of a record intended for them.

ABC LimitedInternalClient projection
Approved accounts
Client documents
Outstanding requests
Internal notes
AML analysis
Profitability

Bring your own AI

Your client may already use Claude or ChatGPT. With Kroy, they can point it at the information you have shared. Their AI receives only what the projection allows. Ask it about your internal notes and Kroy refuses the retrieval.

Expiry, revocation and audit

Guest access can expire automatically and can be revoked at any time. Every access is recorded. Revocation stops future access; it cannot recall information a guest has already seen, which is why projections should contain only what the guest needs.

Case Studies using Guest Access

Professional services · Financial services

Preparing a board pack with AI, and sharing it with the board

Claude assembles a draft board pack from Xero, Salesforce and KroyDB. The finance director approves it, and it appears in the board Channel. Directors can query the approved pack with their own AI, but not the ledger behind it.

ClaudeChatGPTXeroSalesforce

Accountancy

Onboarding a new client with AI — while the AML review stays internal

Claude sets up the client record, drafts the engagement letter and document request, and prepares the AML checklist for a person. Only the practice’s nominated officer can complete the AML review, and the client never sees it.

ClaudeOutlookSharePointXero

Accountancy

A client uses their own Claude with the information you share

The client’s own Claude answers questions about outstanding records from the shared projection. A request for the firm’s internal notes is refused by Kroy.

Claude

Legal

A client document room with an expiry date

The buyer’s advisers can read, and ask their own AI about, the documents in the room until the expiry date. Anything outside the room, and any request after expiry, is refused.

ClaudeChatGPTSharePoint

Accountancy

Preparing a management accounts pack with Claude and Xero

Claude assembles the month’s figures and draft commentary as an Artifact. The manager approves it, and only then does it appear in the client’s workspace.

ClaudeXeroSharePoint

Technology

A private ERP Connector with a customer-facing order status Skill

A developer builds a private Kroy Connector for the ERP and a Check Order Status Skill. Staff AI and a customer’s own AI can both invoke it; each customer sees only their own orders.

Microsoft CopilotClaudeChatGPTPrivate ERP connector