discussion shared to users that are not involved in a project

Hi Julien,

Before I answer your questions, can you please provide more information about what kind of license and permissions do your external project members have. Also what role do they have in that project. Are they resources on tasks or only followers? This way I will be able to focus on what to suggest.

See more information here:

http://usermanual.clarizen.com/#1-4-1-about-user-types/roles

For further clarification, we suggest you register for one of our daily Q&A webinars (see the link-> http://www.clarizen.com/live-demo-europe.html ).These are great resources for free consulting with our Customer Success Managers and visual answers to your questions. One of our experts will be able to discuss your requirements and accordingly suggest best practice advise in detail in a much faster manner.

Thanks!

Diana

Hello Diana,

My goal is sharing a discussion post of one project (let's say a key outcome) to multi project teams (without sharing all project details). So the discussion thread should be visible for all people included into the notice list, without being restricted to the project team/reviewer.

So:

• The external people have project manager or team member licenses

• They are not resources of this project (where the discussion thread stands)

• They are not reviewers of this project since they might see all project details

• They are resources of other projects that will have impacts from this project outcome (target of the discussion thread is to communicate these outcomes)

(Yes, I plan to join a Q&A session soon about this topic)

Hi Julien,

Thank you for your detailed info.

You can start a discussion on that main project and Team Member licensed users with no role on that project can be notified@ and will be able to collaborate within the discussion about the project outcome. The discussion will be visible for them, however, they won't be able to see any details of that project. Once they click on the Project name from within the discussion, they will receive a message that they do not have permissions to view this particular project. See link: http://screencast.com/t/4T19oDvvhQ.

Hope this helps, but please let me know if you have any follow-up questions. You can ask for a demo during our Q&A session.

Diana

Hi Diana,

Great proposal, it seems working but there's a variation compared to your explanation.

-solution A: when I create this discussion from social page & add related work item (the project IT in my picture), it won't generate the project link as in your picture. But it's working. (see picture fromsocial.jpg)

-solutionB: when creating the discussion from project with the external resource, I get an error message when posting. Not working. (see picture fromproject.jpg)

Anyway to make solution B work, too?

Hi Julien,

Are your Team Member users marked as External? If that is the case, I would uncheck the External toggle for them, as a team member license (which does not allow a user to see the project plan) already restricts visibility to the work item these users are assigned to and they cannot see complete project plan. Once you toggle off External permission for them, they should be able to only collaborate within that project discussion. Give it a try and let me know how you go.

All the best,

Diana