Guides

Inviting guests and contractors safely

To give contractors access to team chat safely, invite them as guests into one dedicated group for their job, never into the whole team or internal groups, and remove them the day the work ends. In C Chat, guests such as contractors, cleaning staff or clients join a specific group by invitation, so they see only that conversation.

Updated: 5 min read

Key takeaways

  • Guests join one group by invitation; members belong to the team and can be added to many groups.
  • Create a dedicated group per contractor or client job instead of adding guests to internal groups.
  • Pick the invite channel that reaches the person directly: WhatsApp, SMS, email, link or QR code.
  • Treat invite links like keys: share them with the intended person, not in public places.
  • Remove guests as soon as the job closes, and keep the group history inside the team.

Most operations depend on people who are not on payroll: subcontractors on a build, a cleaning crew in a client building, a maintenance vendor, the client who wants updates. They need fast communication with your staff, but they should not see payroll questions, internal complaints or another client’s site. The answer is not to keep them out of chat; it is to give them a smaller door.

Why guest access matters

When outsiders are added to the same groups your staff use, information leaks without anyone meaning it to. A supervisor jokes about a client’s budget, a guard posts an access code for a different site, or a subcontractor who left in March is still reading updates in November. These are not hacks; they are design problems.

The fix follows the principle of least privilege: give each person the narrowest access that lets them do the job, and take it away when the job ends.

Guest vs member

C Chat separates the two roles clearly. For the concept in general, see what a guest user is.

Team memberGuest
WhoYour employees and long-term staffContractors, cleaning staff, clients, vendors
JoinsThe team (workspace)One group, by invitation
SeesGroups they are added toOnly the group they were invited to
RemovalRemove from the teamRemove from the group

A good test: if the person would not get a company email address or a badge, they are probably a guest. Our page on guest access for contractors and clients covers the feature itself.

Choosing the right invite channel

C Chat lets you invite by link, QR code, WhatsApp, SMS or email. Pick the one that reaches the right person directly.

  • WhatsApp or SMS works well for field contractors who live on their phone. The invite arrives in a chat they already check.
  • Email fits clients and office-based vendors, and leaves a written trace of who was invited when.
  • QR code is useful in person, for example at a site induction where a crew joins together. Show it on your screen and take it down afterwards.
  • Invite link is flexible, but treat it like a key. Send it to the person, not to a public chat or a printed notice.

New guests sign up with their phone number or email and a one-time code, so there is no password to share. Details on each channel are in inviting by link or QR code.

Least-privilege group design

Before you send the first invite, design the group.

  1. One group per job and audience. Riverside Build – Electrical Sub is better than adding the electrician to Riverside Build – Core Team.
  2. Only the staff who need to coordinate. Add the site lead and the person who approves work, not the entire crew.
  3. Pin the scope. A pinned message states what the group is for, the work hours, and who to contact for urgent issues.
  4. Keep internal talk out. Pricing, staffing and performance discussions stay in the internal group.
  5. Name a staff admin. One person owns the guest group and is responsible for removing people.

This pattern is standard in subcontractor coordination on job sites and in cleaning crews working at client sites, where several outside companies share one location.

Removing guests when work ends

Access should end with the work, not months later. Put guest removal into the same checklist as the final invoice.

  • Remove the guest from the group on the last day of the engagement.
  • Post a short closing message (Job closed on [date], contact [name] for warranty issues) and pin it.
  • If the contractor will return regularly, re-invite them when the next job starts instead of leaving them inside.
  • Review guest groups once a month and remove anyone without an active job.

Because the conversation stays in the team, you keep the photos, approvals and timeline even after the guest leaves.

How C Chat helps

C Chat was built for mixed groups of staff and outsiders. Guests join a group by invitation and do not need to be part of your team. Messages are protected with TLS in transit and AES-256 at rest with keys specific to your organization. Team owners and admins can audit and export group conversations, which covers guest groups too, while direct messages between people remain private.

For more patterns, see coordinating contractors in one secure chat and facility vendor coordination.

Getting started

Pick one active contractor or client job, create a guest group for it at getcchat.com/c, pin the scope and send the invite through the channel the person already uses. Once your staff are set up, the steps in onboarding your team help you roll the same pattern out across every site.

Frequently asked questions

What is the difference between a guest and a team member?

A team member belongs to your company's workspace and can be added to any group in it. A guest is invited into a specific group, typically a contractor, cleaner or client, and only takes part in that group. Use guest access whenever the person is not on your staff.

Can a contractor see our other groups if I invite them?

Not if you invite them as a guest to one group. They take part in the group they were invited to. The risk comes from adding outsiders as full members or into internal groups, which is why a dedicated guest group per job is the safer pattern.

Is it safe to share an invite link in a WhatsApp chat?

It is fine to send an invite link directly to the person you want to invite. Avoid posting it in large or public chats, because anyone who gets the link could try to use it. If a link is exposed, tell an admin so they can review who joined the group.

What should I do when a contractor's work is finished?

Remove the contractor from the group on the day the work closes, post a short closing note in the group and pin it. The conversation history stays inside your team, so you can still search it or export it later if there is a dispute about the job.

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