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PRO vs. GUEST Users

This page explains feature access between pro and guest users on your secure messaging portal.

TROUBLESHOOTING: Access to a secure messaging portal is free for all licensed users and invited guests. To log in to a secure messaging portal, you need to be invited. If you are expecting an invitation but have yet to receive it, please contact your organization’s IT administrator or the person from whom you were expecting the invitation.
 
 

There are two distinct types of users that can be registered for a secure messaging portal: pro and guest. Both user types have access to all the same apps (such as the Outlook add-in, Webapp, and mobile apps), but will have different abilities to use the available features.

User status and capability can be upgraded or downgraded at any time by the portal administrator or be automatically provisioned via the API.

  • Pro users:
    A pro user has full rights to the features enabled on the secure messaging portal and typically consists of your organization’s staff. Pro users can invite new users, create new secure messages, share large files, create documents for approval and electronic signature, and recall messages and files. For billing purposes, each pro user counts as a billable user.
  • Guest users:
    Guest users are always free, but have limited access to certain features. Guest users typically consist of external clients, partners, or business associates. Guest users can read, reply, and compose secure messages to pro users. They can send and receive large files and can provide electronic signatures when requested from pro users. They cannot recall messages, invite new users to the secure messaging portal, or create electronic signature requests. For billing purposes, guest users are free and do not count as paying users. An organization can invite as many guest users it wants without any additional cost.

 
 

Feature Access

 

Feature Pro Guest
Secure messaging with Delivery Slip Yes Yes
Connect with any email address & server Yes Yes
Primetime dashboards / Activity mission control Yes Yes
Create new secure message Yes Limited
Secure message (includes reply and forward) 500 daily 50 daily
Read & reply to secure message Check Mark Yes
Invite new users to the portal 250 daily N/A
Delivery Slip timeline (audit) Yes N/A
Real-time tracking Real time tracking on all assets Yes Limited
Real-time event & tracking notifications (desktop, mobile) Yes Limited
Forward secure message Yes N/A
Recall (revoke access single-layer) Yes N/A
Total Recall (revoke access multi-layer, unshare attachments) Yes N/A
Set reply freeze & forward freeze security policies Yes N/A
Set reply all freeze & forward freeze security policies Yes N/A
Set content expiry / self-destruct Yes N/A
Set Confidential classification Yes N/A
Set For Your Eyes Only (FYEO) classification Yes N/A
Share Sent Items’ read rights / archive to CRM Yes N/A
Mask (hide) email addresses for maximum privacy Yes Hidden
User email signature Yes N/A
User Out of Office automatic replies Yes N/A
Email address aliases Up to 5 N/A
Threaded message view Yes Yes
Create custom labels / folders Yes Yes
Share message, file and label Yes N/A
Encrypted file storage (total) Pooled Pooled
Encrypted bandwidth Unlimited Unlimited
File attachments size (per message) 5GB 5GB
Secure file & document browser preview Yes Yes
Multi-file download (ZIP file) Yes Yes
Create secure approval / e-signature (docs, images, etc.) Yes N/A
Sign-on-the-line & initials Yes Yes
Custom user E-Signature (upload, draw, etc.) Yes Yes
Biometric E-Signature Yes Yes
Download original e-signature document Yes Yes
Set approval deadline Yes N/A
Re-authenticated approvals Yes Yes
Reminders (manual & automatic) Yes Yes
Knowledge based identity verification Yes Yes
Decline to approve Yes Yes
Set language / localization Yes Yes
Record retention on all assets Yes Yes
User password management Yes Yes
Biometric authentication Yes Yes
QR coding / asset GUID traceability & auditing Yes Yes
Secure message disclaimers Yes Yes
Anti-phishing (Advanced PIN Authentication) Yes Yes
Forensic audit reporting Yes N/A
Data Leak Prevention (DLP) Yes N/A
Webapp (Web, tablet, mobile & visually impaired) Yes Yes
Office Outlook add-in (Win) Yes Yes
Microsoft 365 Webapp (Win & Mac) Yes Yes
iPhone & iPad app Yes Yes
Android app Yes Yes
Windows 10 app Yes Yes
Google Chrome extension (Win, Mac & Linux) Yes Yes
Mac app Yes Yes
Secure Campaigns (Bulk Send) Yes N/A
Campaign APIs for custom campaign management Yes N/A
Automatic Campaign manager with tracking and audit Yes N/A
Secure Web Forms Yes N/A
Form template library Yes N/A
Contact me secure user form Yes N/A
One-hour response time email support Yes Yes
Quarterly product upgrades Yes Yes

 
 

Last edited October 04, 2017