Default Followers
Need a person or team to always be a follower whenever an Ask is submitted? Just make them a default follower!
Need someone to have access to Asks when they aren't a step owner? It's likely you'll have team members pulling data or keeping tabs on where a customer is in the process. In Pipeline you can add Default Followers to your flow, so this user or team will be added as a follower to every Ask.
Setting Up Default Followers
In the flow:
- Click 'Default Followers' tab
- Type in a user's email or a team name and hit enter
- You will now see their avatar added to the tab
- Any Asks that are created they will be able to access and receive notifications about!
- Read more here about follower's permissions in Pipeline
If you have a group of users that need access and updates on Asks, add them to a team and then set the team as a Default Follower! This way in order with adding new users or deleting unnecessary users you can just update the team.
Auto-Add Submitter
- When this toggle is enabled: The user that creates the Ask initially will be auto-added as a follower
- If the submitter initially not a registered user, they will receive an email inviting them to log in to Pipeline
If your Create Ask form is filled out by third-party users make sure this toggle is disabled so no external users are invited to log in to Pipeline. This will keep their view completely external.
Next Steps
Learn how to give a person or team read-only access to an Ask so they can track its progress.