External Users help you collaborate with clients, contractors, and other outside partners in Strety without giving them access to your full organization. Use External Users when you need a shared space for recurring client meetings, QBRs, onboarding projects, Rocks, Issues, To Dos, and other team-level work.
What External Users can access
External Users have access only to the team or teams they are assigned to. They cannot view company-level or organization-level information, including Company Rocks, Company Vision, or the Roles Chart.
External Users cannot:
Create or conduct 1:1 meetings because they do not have a manager
Send Issues to other teams
Cascade Messages to other teams
Invite the AI Assistant for Agendas into Active Agendas
Have Admin rights
Within their assigned team or teams, External Users have full functionality. You can set up L10s or Custom Meetings with clients, such as QBRs. External Users can also assign or be assigned Rocks, Scorecard Metrics, Issues, or To Dos in Strety, giving both sides visibility and accountability.
Note: Rocks or Scorecard Metrics owned by internal resources can be shared and surfaced across client and non-client teams. This is useful for cascading goals and KPIs from each client team into a consolidated internal account managers or success team.
Common use cases for External Users
External Users are most often used for recurring client work and short-term engagements.
Recurring client meetings and QBRs
Use External Users for important clients with recurring meetings or engagements when you want a central place to organize shared action items, Issues, and goals between your team and the client.
Short-term projects or onboarding
Use External Users for short-term engagements, such as onboarding projects, where a client or contractor needs access to your Strety instance for a defined period. When the project is complete, deactivate the External User if they no longer need access.
How to invite an External User
Invite an External User from People in Adminland.
Go to Adminland.
Select People.
Click Invite People.
Enter the person's email address.
Select External as their Role.
Assign them to the team or teams they should access.
After an External User is added to a team, Strety makes their access visible. The team shows that it is visible to External Users, and the External User's avatar is outlined in yellow.
Billing notes for External Users
Note: External Users are paid users and are billed at the same rate as regular members. Billing is month to month, so you only pay for External Users during the months they are active.
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