🎭Manage workspace members
Last updated
Last updated
There are 2 roles you can have in Cycle.
A “Maker” can create insights, create and edit views, change other members' roles, use advanced features like transcripts, and manage billing. A maker can add unlimited collaborators for free.
A “Collaborator” can do everything else. This includes creating docs, extracting customer quotes, editing docs, updating property values, and more. Collaborators cannot edit the workspace setup (integrations, views, workflows,...). NB: a collaborator can also record calls for free if you have the Call Recorder feature.
Makers can edit roles in the workspace’s settings.
Here's how 👇
The person giving the feedback (could be external or internal like a colleague for instance).
Customers are currently only notified when you have a Slack connection with them in the thread or when an initiative changes category (e.g. not started -> started). You can customize the notifications you send to them in your Slack integration in Cycle.
The person in charge of closing the loop with the customer. They are Cycle users.
The PM in charge of the feature is not supposed to be the reporter. If needed, you can create a "product squad" property to create some views linked to this PM/Squad particularly
You can update the default reporter in your Workspace settings > Members. This person will be the fallback reporter for all situations with no assignee, like new forms coming through Zapier.
