Collaboration

Intended Role: Customer Collaborator

From the External Collaborator portal, customers can view a stream of current and past discussions. These involve conversations within the context of projects, tasks, requests as well as those that do not related to any ongoing work.

External collaborators also have the ability to upload relevant files to the portal. These include SOWs, Service Agreements and any other document that the professional services team and customer may need to discuss and collaborate upon..

Discussions

Discussions are located on the portal home upon logging into Clarizen (after the Requests and Projects panels). From here, customer collaborators can view current and past conversations as well as start a new one.

Admin Steps:

Work with a Clarizen account representative to set up External Collaborator. If the customer collaborator user is not able to log in or see the Discussions panel, ensure the following in Customer Details:

  1. The user is added as a contact with the correct Email
  2. The Invite to portal field is checked

End User Steps:

  1. Log in to Clarizen
  2. Scroll to the bottom of the portal until the Discussions panel is displayed.
  3. Respond to a Discussion post
  4. Start a new Discussion post

Screenshot:



File Sharing

Description:

The External Collaborator portal allows for sharing of files between you and the customer. Customers can upload files right from the portal page. The files can then be viewed by both the Professional Services team as well as other customer collaborators.

Admin Steps:

Work with a Clarizen account representative to set up External Collaborator. If the customer collaborator user is not able to log in or see the Discussions panel, ensure the following in Customer Details:

  1. The user is added as a contact with the correct Email
  2. The Invite to portal field is checked

 End User Steps:

  1. Log in to Clarizen
  2. Click UPLOAD A FILE
  3. Select from one of the available options to upload a file 

Screenshot:

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