How to share project...
Hey guys,
I am a new subscriber and having some issues with sharing a project with one of my clients. They do not have an account with Goalscape. Do they have to create an account in order for me to share the project?
I pay for mine but not not want my clients having to purchase a subscription as well. Is it possible for them to edit and collaborate with me or not?
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Support Staff 1 Posted by Richard Parslow on 07 Feb, 2022 02:53 PM
Hello Sarah
Welcome aboard! Thanks for your enquiry.
Yes: right now your contacts need to have Goalscape accounts before you can share your goalscapes with them. They can register here, or use the 'Register' link on the Login screen.
As soon as someone has an account you will be able to share your goalscape(s) with them. If they choose not to subscribe when their Trial ends, they will still be able to login to the web app and access the shared goalscape (and any of their own) in View Only mode.
We are working on a facility to create new Free Trial accounts for others and send them Invitation emails simply by sharing a goalscape with them – we hope to deliver that in the next few weeks.
For more details about our development plans (and an idea of the schedule) see the Current and Future Features page.
Sarah, we really value feedback from expert coaches, so if there is something in our planned features list that you really want, please post here to let us know. Your input will help us to decide what to do Now, and what Next.
Incidentally we run Goalscape Open House goal management sessions every Thursday at 16:00 UTC. This week's is fully booked; you can though register for next week (Thursday 17 February): click here and select that date in the drop-down. Please come along – and feel free to invite any clients you have already introduced to Goalscape!
All the best
Richard
Support Staff 2 Posted by Richard Parslow on 07 Feb, 2022 04:38 PM
Hi Sarah
Quick follow-up on your second point here: many consultants and coaches provide Goalscape subscriptions for their clients as part of a larger deal for their services.
The way this works is that the coach buys Yearly subscriptions from us and assigns them to their clients. So the client does not have to subscribe for themselves: you just send them the link to the shared goalscape, they set their password and login. They will have full access to the shared goalscape (and can create as many of their own as they like).
We are working on a way to allow you to purchase on behalf of others on our website; in the meantime though if you want to purchase additional Yearly subscriptions for your customers we can invoice you separately. You can purchase extra Yearly subscriptions singly, or in blocks (at a discount).
If you would like to know more about this please post again.
Best
Richard