As a temporary user, if you are asked upon logging in to select a subscription plan, this step can be skipped and the temporary useres do not have to sign up for a plan.
When a client Admin/Manager wants to invite a Temporary Member, they should advise that person that they can setup an account on the plan, but they can skip the step to set up a plan.
Here is a suggested draft email to send to Temporary Users
You have been sent a Task email from the Phundex Platform. When you click on the button, it will allow you to set up an account on Phundex. You do not need to set up a plan. You should see your assigned task and have access to the data room. Please let me know if you have any questions.