Inviting Your Colleagues – Walnut.io

In order to turn on or make changes to this feature, you must be an Admin or Account Owner in Walnut. Learn more about the Account Owner role.

Overview

Inviting your teammates to Walnut can help you collaborate on demos, and share responsibilities for presenting, organizing and providing feedback on work. There are four different types of roles within Walnut, and they are designed to help support common roles within your company, so you can stay focused on your daily routines, and use Walnut to make everyone’s workload easier. If you are looking to join your team on Walnut, speak to one of the Walnut admins for an invite.

Instructions

On the Walnut homepage click the Invite teammates button on the top right side of the page, or navigate to Company Settings
In Company Settings, click on Team Management on the sub-navigation or scroll down to the very bottom of the screen.
Then, select the Invite members button on the right side of the screen, on top of the list of current members.
From Company Settings or the homepage, a pop up window will appear with two options of how to invite members.
- Type or paste users emails separated by a space to invite multiple team members who will share the same role.
- Create an invite link to send to a group of people in a direct message or a single email to multiple recipients.
When sending the invite either by entering emails or creating a link, be sure to review the type of role which best suits the invitee.

Here is an overview of the different roles at Walnut to help you determine permissions for your team.

An Admin account type can capture screens, edit storylines, create demos and adjust company settings including adding integrations, organizing folders, and assigning or changing roles. We recommend providing leadership roles in Sales Enablement, Product Marketing or Business Development admin access, who may typically oversee a team of editors.

An Editor account type can capture screens, edit storylines and create demos. They can also share storylines with other team members, and/or restrict editing access accordingly.Within a company, editors are typically Solution Engineers, Account Executives, or Customer Success Managers who are creating demos for their prospects or clients.

A Presenter account type can create demos, view storylines and add presenter notes to a storyline to be viewed when presenting the demo. Presenters can also access insights, and play demos straight from the extension. Individuals who can take advantage of the Presenter role are often Business Development Representatives, Demand Marketing Specialists or Onboarding Coordinators.

A Viewer account type can view storylines and share demos that have been created within their company. Viewers can vary heavily from C-Suite executives, to Event Marketing specialists who share demos on webinars, live recordings or client meetings.

FAQs

Do invite links expire?

No, links will live until you decide to delete them. So, in case you want to disable one of the links, simply delete it. If you would like to disable a previous link, simply delete it, and then create a new one. That way, the previous link is inaccessible, but you can continue inviting new members as needed.

Do all organization members share the same invite link?

No, the link is unique per user, so even when sending a group a link to a specific role, they will have unique IDs that populate during the sign up process.

Overview

Instructions

FAQs

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