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Determine if the individual a full or partial member in your team’s strategy.
If the answer is “No” then you should encourage the individual to create their own workspace and use GAPP without any connection to your team.
If the answer is “Yes,” then also determine if the individual is a member of your organization.
If the answer is “Yes," then invite the individual using their organizational email address and set the correct role for them.
If the answer is “No,” then determine if the individual regularly does activities with your team and functions as a part of your larger team.
If the answer is “No,” then the individual should create a workspace or be invited to their organization’s workspace and then create an Alliance with your Workspace or Team.
If the answer is "Yes,” then determine if the individual has internet and device access to use GAPP.
If the answer is “No,” create a detached member for the individual and enter activities on their behalf.
If the answer is “Yes,” then create a child team of your organizational team and invite them to that team and set the correct role for them.
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Creating a child team for each type “B” individual allows them the independence to enter in their own activities while protecting the security of their data from other partners. Yet each child team is also nested under your team, thereby allowing you to view all their activities. |
Special Case - Volunteer Teams
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