Why don't org team changes automatically apply to live cards and workboards?
R
Roger Knocker
If I add someone to an org team they don't automatically get access to the card - even though they belong to the org team that has access to the card.
This should work dynamically, that is, when someone is added to an org team, they should instantly see the cards and workboards that team can see.
#stratapp support
thank you Roger - these features are deliberately by design. We will continue to evolve them, based on client feedback. The model has been designed with our future product roadmap in mind.
org design vs security
We have deliberately separated tagging of cards by org design (to drive the filters) versus using org design to add members to a card (who will then receive notifications). Security is a different overlay. For example, you may tag a card to Australia and make it confidential, such that only members you add to the card can see it, rather than everyone in Australia.
org design vs members
- each card and workboard has 4x levels of security
- you can tag cards and workboards by org design (for example, let's say you have a "strategic action" to "develop a product that can be sold into APAC" and you tag this strategic action as applying to Australia, R&D and sales, so that it will appear when you filter the strategy tree on those three org design attributes)
- you can then choose who to add as a member, as these people will receive notifications of activity on that card (for example, you may add 4 people to this "strategic action" card, who are part of the team to execute it, because you don't want everyone in Australia receiving those day to day notifications)
retrospective team changes
- let's say you create a meeting and you invite everyone in sales and marketing
- you are the owner of that meeting, and you can see the individual members that were added when you used @F/sales and @F/marketing to add them
- that meeting card runs for a few weeks, and you are tasking each other and exchanging conversations, ideas, etc
- then someone in HR adds 3 new people to the marketing team
- you are not aware of that change, which is no problem because those new people do not automatically get invited to your meeting card, unless you decide to invite them (other members could also invite them if the card is restricted or confidential)
- you can then choose to add them individually, or by using @F/marketing
R
Roger Knocker
#stratapp support: HI Ash
I partially understand the explanation. Let the question another way:
Lets say I have an object/Card and I want a Group of Users to see that card. Lets say there are 1000 users who need to see a card. But that group of 1000 is changing in all the time (new hires, terminations etc).
How do I Dynamically allow anyone in that group to see the card without having to change it manually every time someone is added to the group. The Group of 1000 people might be a spread all over the world and I might not know them individually and there's no way I could manually add and delete them to many cards.
I would like to be able to use the same leverage that SharePoint or Windows Groups have on their platforms.
Are you able to me a solution/workaround to address?
#stratapp support
Roger Knocker: on your next call with Ash Richardson, we'll talk through the strategic roadmap and interaction between security, org design and card membership/notifications