Overview
Beta coming soon!
Projects with more customer users get done faster and better. If a project has 5 or more users, it completes on time at a rate of 91%. Customer Roles was created for two reasons:
To increase the number of users per project, and
To help providers/customers understand who to invite.
We've made it easier than ever to invite the right customers to your onboarding project.
We're excited for you to check it out!
Join the Beta group discussion in the GUIDEcx community! Ask your questions and share your insights in the Customer Roles and View As Beta group!
User Access
Admin, Managers, and Guides can all invite customers to their onboarding project.
Customer users can also add additional customer roles if they have full project view.
How to Add Customers
Click on the Project's Team Tab
Enter four required fields (First name, last name, email, project view)
Invite the user
Add additional roles by clicking on "Add customer user"
How to Edit a Customer's Title
Double click on the title
Rename their role
Click outside of the text field and the role will auto-save.
How to Edit a Customer's Project View
Click on the ellipses on the Customer's card
Select Edit Project View
Select the view you'd like to give them
Click Save
"View As"
How to see what the customer sees:
On each customer's tile, there will be a "View As" button
Clicking on that will show you what they will see
When to use the "View As" feature:
Kickoff Call Presentations
Experimenting with different views
Troubleshooting
Best Practices
We recognize that not everyone uses our nomenclature. You can double click on the title to edit the customer's role in the project.
Invite at least 3 customer users per project. (PS They are free so don't let that deter you). Providers (That's you) should add executive sponsor (aka the Check Signer) and then add the other people you are aware of
You can always have the customer add their team to project as well! E.g. On a kickoff call, provider can say, "executive sponsor, I've added 2 (or more) roles with these specific titles. Having these will make our project run more smoothly and get done in the best way. Between now and our next call, please invite these additional users. You can learn more on that best practice here.
FAQs
How will this impact existing projects?
How will this impact existing projects?
Great question! The expected behavior is that there will be 3 "empty slots" (aka Executive Sponsor, Program Manager, and Power User) for all NET NEW projects. For existing projects you will not see those empty slots, however you will see that the customer section is at the top and the titles of each customer user is editable. (Assuming you have customers invited to the project already.)
Can you assign customer tasks to the respective customer role?
Can you assign customer tasks to the respective customer role?
No, not yet. This iteration only includes the ability to invite the right people the project.
If a customer is invited and has the Compass view. Will they see this customer role feature?
If a customer is invited and has the Compass view. Will they see this customer role feature?
No. This is only available to customers who have Full Project Access.