Q: Good day to you, was a previous buyer for ideanote a few months ago with 3 codes.
Currently looking to stack more but am not sure which is which.
1) Saw the link here: https://help.ideanote.io/article/xqg11k93e7-what-are-guests-and-members. Kinda confused with team members and team owners. Are they the same?
2) So for eg for 3 codes, there will be 60 team owners in this case? or 12 team owners (following the 12 team folders?
3) Does 1 team folders mean 1 new client? Will client A be able to see client B team folder? Thank you :)
Morty_Ideanote
May 14, 2024A: Hi Blitz,
Thank you for your questions!
1. Team Owners and Members are not the same.
That being said, Ideanote is flexible and offers a lot of customization, so in theory, you might see some workspaces where Members have a lot of rights similar to those of a Team Owner, i.e., they can create missions, etc.!
In that sense, Team Owners and Members might have similar access rights, but they are different ranks and therefore segmented differently.
As the article says: a Team Owner can create missions and manage people.
Typically, normal Members would not be able to create missions or manage other people, which is the key difference.
2. If you get three codes, you will have 60 Members, all of which could be assigned Team Owner rights if you want their help managing a team.
Team Owner is a rank you can assign in the same vein as you assign Admin rank; they just have less power on your workspace than Admins.
3. You can give a client one folder or multiple folders. Personally, I think clients should have their own workspace so you can make the best use of white-labeling and custom branding functionality.
That being said, you can easily manage multiple team folders and multiple clients on the same workspace, and the team folders will not be visible to anyone who doesn't have access to the missions within them:
https://help.ideanote.io/article/9seb44a9z7-how-to-hide-a-team-folder
I hope that helps, but do let me know if you have additional questions :)
All the best,
Morty
Verified purchaser
Ok I'm even more confused now :) Can you please define "workspace"? In continuation of my other question I posted a few minutes...if I purchase 3 codes, have 10 clients with 10 departments etc, how many workspaces can I create? Also, is there a quick overview video that explains all this...folders, workspaces (and CNAME), team members, guests, (and white-labeling), could you please share that?