Workspaces and roles
What an organisation, a workspace, a client workspace and an internal workspace are, which roles exist in an organisation and in a workspace, who sees what and how you switch or close a workspace.
ARVEMO has two layers. The organisation is the advisory business with its people. A workspace is the shared room for one piece of work. Roles exist on both layers, and they are separate.
Organisation and workspaces#
- Organisation: your business. Every advisor who signs up gets one. It holds the colleagues, the settings and the workspaces.
- Workspace: a room where people and agents work together on one matter.
- Client workspace (shown as Client): a workspace shared with a client. It has an advisor side and a client side.
- Internal workspace (shown as Internal): only your organisation sees it. It has no client side until you open it for a client.
- Sample: a filled-in workspace for trying things out. The agents follow a script there and it costs nothing.
Roles in the organisation#
| Role | What it means |
|---|---|
| Owner | Everything, including roles and plan. Only an owner can make or change owners. |
| Admin | Works in every workspace, invites colleagues, manages the roles of members and admins and the organisation's settings. |
| Member | Works only in the workspaces she is added to. |
Owners and admins are advisors in every workspace of their organisation. Members are advisors in the workspaces they are added to. You manage the roles on the Organisation page.
Roles in a workspace#
On the advisor side everyone is an Advisor. On the client side there are three roles: Responsible, Full and Read. What each means is on Invite a client. A role applies to one workspace only.
Who leads a workspace?#
One advisor leads a client workspace, called the lead. The Team page marks that person with a small label next to the name (advisor side), which reads responsible. The lead, or an owner or admin of the organisation, can hand the lead over with Hand over responsibility, add colleagues to the workspace and remove them. The client role Responsible is a different thing: it belongs to a person on the client side.
Who sees what?#
The advisor side sees everything in the workspace. On the client side it depends on the role:
| Advisor side | Responsible, Full | Read | |
|---|---|---|---|
| Goals, decisions that have been made, released deliverables | yes | yes | yes |
| Everything else that is not internal: items, documents, sessions, comments shared with the client | yes | yes | no |
| Material marked as internal | yes | no | no |
| The fee | yes | only Responsible | no |
A person with the role Read changes nothing. What agents write is a proposal and reaches the client side only after approval, see Approvals.
What does a solo advisor notice?#
Very little. You work alone in an organisation of one, you are the advisor of every workspace you create, and the Organisation page, if you open it, says that you work alone so far. Roles matter once you invite a colleague or a client.
Can I be in several organisations?#
Yes, with one login. On the web, open the profile menu and pick the organisation under Organisations. On the Mac it is the same list in the profile menu. On the iPhone, tap your name at the foot of the menu (captioned Settings) and select Switch organisation. The choice appears only when you belong to more than one.
Switch workspace#
- Web, wide window and Mac: the dark chip with the workspace code at the top of the workspace block in the sidebar.
- Web in a phone browser: not available. Use a wider window or the app.
- iPhone and iPad: the switcher in the menu, or your name at the foot of the menu (Settings) and the list under Workspaces.
The switcher on the Mac and the iPhone lists open workspaces. Closed and archived ones are reached from the Workspaces list.
Closed and archived workspaces#
- Close (Close on the Workspace page, advisor side): the agents stop working on their own and the client side can only read. Everything stays readable. Reopen undoes it.
- Archive (on the Workspaces page, for the lead or an owner or admin): the workspace leaves the switcher and the agents rest. Unarchive brings it back.
- Delete (for the lead or an owner or admin) removes a workspace with everything in it. You confirm by typing its code. If other people work in it, it is removed after 7 days, the owners and admins of the organisation are told, and you can keep it until then; a workspace nobody else is in goes at once.
What is on the Workspace page?#
The page Workspace, not the Workspaces list, states what was agreed for one workspace and how much of it is used:
- the Term with a month bar and the date from which the continuation is discussed,
- the Profile of the client: website, industry, thesis, goals, competitors,
- the Workstreams, the lanes of the roadmap,
- the Scope of services, with advisor hours per month and the fee,
- the advisor's contact, and per month the sessions, sparring questions, results and tasks.
Advisors change it with Edit: dates, hours, fee, contact, scope, workstreams and the language of the workspace. The fee is shown only to the advisor side and to the role Responsible. Close and Reopen are in the menu of the page; see below.
Common questions#
What is the difference between organisation and workspace?
The organisation is your business with its people and settings. A workspace is one shared room for one matter, inside the organisation.
Does a client see my other workspaces?
No. Roles apply to one workspace only, and a client sees only the workspaces she was invited to.
Can a colleague who is only a member see every workspace?
No. A member sees the workspaces she is added to. Owners and admins see all of them.