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

Last edited October 04, 2017