The tech team just released major functionality that enables convenient collaboration between different client companies on our platform.
Previously, in order for two clients (i.e. an agency and a brand) to have users on the same project, they needed separate user accounts within each other's company accounts. That means everyone needed to manage an additional login and an additional Project List. Take our word for it, they weren't having a good time.
Here's a look at our brave new world.
Once company relationships are established on our end, all users will be able to see the appropriate UI to add new users to their projects*. If they're adding a user from a company that is NOT already represented on the project, then they should click the Add Company button.
If they're adding a user from a company that IS already represented on the project, then they should click the appropriate Add User button.
These buttons will prompt flows to select the individual user(s) that need to be added.
You may have noticed some other new goodies on this page. Let's check them out.
Explicit Role LabelsUser cards used to be marked with relatively cryptic icons attempting to represent Billing Contacts, Primary Contacts, and Project Admins. These icons have been replaced with clean labels and menus that just make sense.
In this particular case, a picture is worth a thousand words.
We're inching closer and closer towards mobile friendliness across the app. The Overview Tab will be getting a facelift to give us a big leap in this direction.
The owning company name will now show up on all project cards and Project List titles.