You have clients, vendors, and outside contacts that are vital to the overall success of your business. You meet with them regularly to discuss your shared goals, top priorities, recent progress, and/or outstanding issues and to dos. Strety provides you a centralized and transparent platform to standardize and manage all your most important partnerships

From People in Adminland click Invite People. Enter their email, select Client as their Role, and assign them any team(s) you want them to have access to

Once a Client is added to a team, we make it obvious so that everyone knows that team is visible to clients as well as identifying who the Client Users are by outlining their avatar in yellow

Client users have limited permissions to only the team(s) they are in. That means no Company/Organization data can be viewed by client users including Company Rocks, Company Vision, or Roles Chart

Additional limitations:

Within the team(s) themselves, Client Users have full functionality. You can set-up L10s or Custom Meetings with clients such as QBRs. Clients can also assign or be assigned Rocks, Scorecard Metrics, Issues, or To Dos in Strety, ensuring visibility & accountability for both sides of the table

We see clients users most often used on the following two scenarios:

1. Important client(s) with recurring meetings/engagements and you want a central place to organize all the ongoing action items, issues, and even goals between yourself and the client

2. Short-term engagement such as an onboarding project where you invite the client into your instance for a defined period of time then deactivate them upon completion of project/strety need

If you would like to connect to discuss how to set-up Strety to manage your clients, reach out to me at derek@strety.com and we'll get something on the calendar!