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Status Future consideration
Categories Presentations
Created by Frank Fuchs
Created on Nov 14, 2022

Please allow users with reviewer user permissions to access and change Workspace notes that are in a presentation that they are a managed collaborator of.

Solution First, problem definition after

The ask

Please allow users with reviewer user permissions to access and change Workspace notes that are in a presentation that they are a managed collaborator of.

The story

Crowd sourcing presentation preparation to the senior executives has been simplified with AHA.

By creating a release template and assigning todos to “reviewer” and “viewer” user permissions (RVUP), I can have members from Sales, Service, Support, ect.. contribute meaningfully without the cost of a full seat. In fact, all they do is help prepare the presentation so a full seat of AHA is overkill.

Recently, we have needed to track compliance and testing across the life of a product. Initiatives and Goals are not suited to this simple granular tracking requirement. But workspace notes are perfect. I can create a table and track the cumulative progress over time. Unlike a release template. The note retains the prior release information and can be amended.

Adding a Workspace Note to a presentation allows us to display the latest status from release to release.

However, Access to the notes are limited. As my development manager discovered RVUPs do not have access to a note that is in a presentation.

Unlike the reports, where RVUPs click on the “Edit View” button and have full access the report filters to change the report behavior.

Notes do not allow these RVUPs to edit the note at all. Even though they are a “managed collaborator” list.

My suggestions is to create a method to allow RVUPs access to Notes in a presentation. Either by the “managed collaborator” list, or by to assignment mechanism as it works with ToDOs currently.

Thanks for your consideration.
Frank Fuchs
HCL SOFTWARE


P.S. If your saying, “why not put the table in the presentation directly and they will have access”. In a large enterprise the format of the presentation is controlled and in our case updated twice a year that requires us to delete the old and create a brand new presentation from scratch. Workspace notes allow us to retain information outside of the presentation itself and reinsert it into the new presentation with no information loss.

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