You have clients, contractors, and external 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
How to Invite an External User
From People in Adminland click Invite People. Enter their email, select External as their Role, and assign them any team(s) you want them to have access to
Once an External User 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 External Users are by outlining their avatar in yellow
NOTE: External Users are paid users and are billed at the same rate as your regular members
External User Permissions & Visibility
External 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:
They cannot create or conduct any 1x1s since they have no manager
Can't send Issues to other teams
Can't Cascade Messages to other teams
Cannot have Admin rights
Within the team(s) themselves, 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, ensuring visibility & accountability for both sides of the table
Note: Rocks or Scorecard Metrics owned by internal resources can be shared & surfaced across client and non-client teams.
This is perfect for cascading goals & KPIs from each client team into a consolidated internal 'account managers' or 'success' team
Use Cases for External Users
We see External 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 External Users into your instance for a defined period of time then deactivate them upon completion of project/strety need
Note: You are billed month to month, so you'd only pay for External Users during months they are active
If you would like to connect to discuss how to set-up Strety to manage your External Users reach out to me at derek@strety.com and we'll get something on the calendar!