Inviting members of your team to collaborate in vistaly.
In Vistaly, there are two primary classes of users:
You should definitely add each Product Manager (from individual contributors all the way up through product leadership).
You should probably add a seat for any researcher/designer/engineering lead that materially participates in the discovery process.
To invite team members to collaborate in a workspace, click the ”+ Team” button at the top right of the workspace or go to the Manage Team page in the settings.
All plans come with unlimited Viewers so that you can easily share context about what the Product team is working with the rest of your company.
To invite Viewers, click the “+Team” button at the top right of the workspace or go to the Manage Team page in the settings.
Make sure to flip over to the “Viewers” tab.
When adding a user, you’ll have the option give them a “Role”. Roles have the following permission levels.
Admins | Editors | Viewers | |
---|---|---|---|
Access the Tree View | X | X | X |
Access the Roadmap View | X | X | X |
Access the Reports View | X | X | X |
Access the Experiment Tracker | X | X | X |
Make updates to card’s name, status, value | X | X | - |
Create and attach new Insights | X | X | - |
Leave comments on cards | X | X | - |
Create a new Workspace | X | X | - |
Manage labels | X | X | - |
Invite new Viewers | X | X | - |
Invite new Editors | X | X | - |
Invite new Admins | X | - | - |
Add/configure the Jira or Slack integrations | X | - | - |
Inviting members of your team to collaborate in vistaly.
In Vistaly, there are two primary classes of users:
You should definitely add each Product Manager (from individual contributors all the way up through product leadership).
You should probably add a seat for any researcher/designer/engineering lead that materially participates in the discovery process.
To invite team members to collaborate in a workspace, click the ”+ Team” button at the top right of the workspace or go to the Manage Team page in the settings.
All plans come with unlimited Viewers so that you can easily share context about what the Product team is working with the rest of your company.
To invite Viewers, click the “+Team” button at the top right of the workspace or go to the Manage Team page in the settings.
Make sure to flip over to the “Viewers” tab.
When adding a user, you’ll have the option give them a “Role”. Roles have the following permission levels.
Admins | Editors | Viewers | |
---|---|---|---|
Access the Tree View | X | X | X |
Access the Roadmap View | X | X | X |
Access the Reports View | X | X | X |
Access the Experiment Tracker | X | X | X |
Make updates to card’s name, status, value | X | X | - |
Create and attach new Insights | X | X | - |
Leave comments on cards | X | X | - |
Create a new Workspace | X | X | - |
Manage labels | X | X | - |
Invite new Viewers | X | X | - |
Invite new Editors | X | X | - |
Invite new Admins | X | - | - |
Add/configure the Jira or Slack integrations | X | - | - |