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Members & Visitors

On Whaller, there is a distinction between members and visitors.

Members are part of an organization and one or more spheres. They have access to the organization portal where the sphere directory, managers, CMS articles and widgets can be found. With the sphere directory, they can request to join other spheres of the organization which is not the case of visitors.

On Whaller, organization managers have the possibility to make certain spheres accessible to visitors*. This allows people from outside their organization (clients, providers, partners, freelancers, etc.) to join their networks and collaborate seamlessly.

The visitor will therefore only have access to the spheres accessible to visitors to which he has been invited. Unlike the member, he will not have access to the organization portal.

Make a sphere accessible to visitors from an organization's admin pages

As an organization manager, go to your organization's admin pages. Click on the "Spheres" tab to access your organization's spheres.

Select a sphere and open its settings. Enable the "Accessible to visitors" option.

Make a sphere accessible to visitors from a sphere's settings

As a sphere administrator you can enable/disable the visitor option from your sphere's settings (if the option has been enabled in your organization by an organization manager).

Invite visitors to join a sphere

When you invite a new person to join a visitor sphere, they will be considered a visitor by default. To add them as a member, simply check the "Add the people invited to the organization "X" as members." box. (NB: this checkbox only appears when the sphere administrator is also the organization manager)

Rights and restrictions for visitors

Within a sphere, visitors have the same reading and writing rights, and access to collaboration tools as sphere members.

However, they cannot be a sphere administrator or access the organization's members portal or directory.

Identify visitor spheres and visitors

Visitor spheres and visitors can be easily identified by the yellow UFO icon next to them.

*Available starting from the Business offer

Updated on: 08/09/2023

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