The internal collaborator feature helps to foster collaboration between deal teams by allowing you to add co-workers to Valuecase spaces to ensure all team members are aligned and informed about updates.
What is an Internal Collaborator?
All users within your company can be added as an internal collaborator to a space. Internal collaborators will get to see spaces they work on in their space list and get notifications. Further, they are available as assignees in the Action Plan.
Adding Internal Collaborators
To add an Internal Collaborator to a space:
Navigate to the space settings.
Open the "Stakeholders & Notifications" settings.
Scroll down to the "Internal Collaborators" section.
Click on the "Add internal collaborator" button.
Search and select people from the list.
Click on "Add" to confirm your selection.
The selected users will now be added as Internal Collaborators.
Benefits for Internal Collaborators
As an Internal Collaborator, you can:
Filter by spaces you collaborate on.
Be selected in the Mutual Action Plan as an assignee.
Get activity data in the central dashboard activity feed (coming soon).
Receive notifications via email, Slack, or Microsoft Teams (coming soon).
Please note: currently you can only add users with an active Valuecase account as internal collaborators.
If they don't have a Valuecase account, you need to invite them as a user (Note: this may have implications on your billing).
Looking for more internal collaboration features?
Check out our article on internal pages to learn how you can create pages that are only visible to your team for internal information sharing and handovers within a space.