When you share a board internally — that is, when you invite others in your team or organization to use the board or work with it — you must first designate each invitee as an editor, subscriber or viewer.
But how do you decide which role to assign someone? Often, it helps to think about the person’s existing role in your organization. Ask yourself: what part will they play in this project? What do I need from them?
Here are some examples:
1.) Make someone an editor if you want their help editing and building the board. Say you’re a marketer who’s launching a new campaign. In this context, you might give editor privileges to other marketers who will help you finalize the board’s content and design. When used this way, editor status can be a tool for collaboration, allowing multiple people to put together a single board.
This approach tends to work best in smaller groups. In other words, you don’t necessarily want to make everyone on your team an editor. Otherwise, things can get a little unwieldy! Having a large number of editors can make it harder to keep track of, or maintain control over, everyone’s changes. Instead, some team members might function better as subscribers or viewers.
2.) Make someone a subscriber if you want their help sharing the board and tracking activity, but don’t need them to change anything.
For instance, in a campaign, you might assign subscriber privileges to a sales rep who's in charge of sending the board to leads. As a subscriber, they can view notifications and analytics to see which leads are most engaged, helping them determine who they should follow up with. Because they aren’t responsible for the board’s content or design, however, they won’t be able to make any edits.
3.) Make someone a viewer if you don’t need their help tracking leads, don’t want them to receive notifications, and only need them to view your board and its content. This could be someone who is learning to use Folloze, and wants to see an existing board as an example. Or maybe someone you want feedback from. It could also simply be a lead.
Note: The same person can be assigned different roles for different boards. For example, you could make one of your team members a viewer for Board A, but an editor for Board B.