Q: I thinking of purchasing 3 codes...
to use it in the future with different clients. 2 questions:
1) Can you clarify what it means my "team members"? If one client has let's say 100 employees, another has 500 employees and another has 1000 employees etc, would I need 1600 "team members"? Or would they be considered "guests"? And if guests, then would they create their individual username / password or would their feedback be anonymous?
2) How would I set it up so that all the clients would only view their ideas? Would I use "team folders" for this? Let's say I have 10 clients...and they all have 10 different areas of business (marketing, sales, customer service etc), how would I set this up so they each clients 10 departments are only visible to their employees and customers?
Hope this is making sense...
Thank you!
Morty_Ideanote
May 15, 2024A: Thanks for asking some great questions.
1. Members and Guests are both viable options for the 1600 users.
Guests and Members can do many of the same things because their rights on your workspace depend mostly on the access you give them within the missions they are invited to.
Guests and Members are both registered with name and email.
The key difference between the two is that if you launch a mission that is open to everyone in your workspace, this will include Members, but not Guests.
Guests will never have access to a mission unless they have been specifically invited to it, whereas Members might, as is the case in the above example.
2. You've got it exactly right; you would use team folders. People can only see the missions they have been granted access to, so it's easy to segment clients on your workspace.
In your case, I would create a team folder for each client, and within each team folder, you create a mission for each department, e.g., Marketing, Sales, etc.!
That being said, it's also really nice to have a workspace for each client, so you can take advantage of, for example, custom branding, logos, colors, etc., and customize the experience for each client. In other words, it's worth considering if the extra expense (more workspaces) might be worth it in the long run.
Let me know if you have any other questions :)
All the best,
Morty
Mojo,
I forgot to share this video!
https://help.ideanote.io/article/926mk36vu2-quick-product-demo
It's a quick product demo that, hopefully, gives you a sense of how a workspace functions, including team folders, missions, and so on :)