In Blue, "Client Users" are a unique type of user role designed for clients and vendors. This role is ideal for clients or vendors that need to contribute to conversations and provide feedback without the ability to create new projects or delete other members' items but can still invite the same or below role access.
役割と権限
A Client User in Blue is primarily focused on feedback/review within the project. Their permissions include:
- メンバーの追加: Client Users can invite other client roles or below (comment or view only)
- フィールドの編集: 既存のレコードのフィールドを更新して内容を補足したり詳細を修正したりできるものの、新しいレコードを作成したり削除したりはできません。
- コメントの追加: They can actively participate in discussions by adding comments to existing records or tasks.
- 読み取りアクセス: They can read all the comments and view the details within the project, keeping them informed and engaged.
制限事項
クライアントユーザーはディスカッションに参加しフィールド値を編集できますが、アクセス権には引き続きいくつかの制限があります。
- 削除機能なし: They cannot delete tasks.
- 制限されたアクセス: 既存レコードのフィールド編集とコメントに限定され、プロジェクト設定を変更したりレコードを追加・削除したりすることはできません。
理想的な使用ケース
This role is particularly useful in scenarios such as:
- クライアントのフィードバック: Allowing clients to provide input on specific tasks or projects without giving them full access.
- 外部コラボレーション: Engaging with external partners or stakeholders who need to comment on ongoing work but do not require full project access.
- レビューおよび承認プロセス: Facilitating feedback loops where input from various team members is required, but not full project participation.
セットアップ
To set up a Client User in Blue, a Project Administrator needs to:
- Go to the 'People' tab in the project settings.
- Add the individual as a user and assign them the 'Client' role.
結論
Client Users are essential to Blue’s collaborative environment, allowing for controlled participation in discussions and feedback processes. By integrating these users into your project, you can ensure that all necessary parties are involved in the conversation while maintaining the integrity and security of the project’s data and workflows.