What is a Room?
Rooms allow you to share, present and collaborate on an Outcome Chain. It’s a space for sales managers to stay on top of tasks with sales teams, chat and attach key files for an enterprise opportunity all while staying current on an OC.
Creating a Room
There are two ways to create a room:
My OCs tab
Click on My OCs > Select an OC > Click on the arrow and share to a new room.
My Rooms tab
Click on My Rooms > Create a Room (top right)
Note: You can also enter an existing room by clicking on a Room in the main screen.
Add OCs to a Room
Next, add an OC to the Room by clicking on the “+” sign or continue without an OC.
Next enter who to invite, their permissions, room name, company images, etc. then hit “Invite People.”
Click on “customize” to further edit your room information including a company logo and your customer’s logo.
Collaborate and Manage the Room
Once the Room is created, you enter the room in Present Mode. Click on the chat icon at the top right to collaborate with room members and manage the room. To learn more about what’s next, read Collaborating and Managing Rooms.
Collaborate and Manage Rooms
Room Presentation mode
Once the Room is created, you will be able to access it in two modes, Presentation and Collaboration. The image below is the Presentation mode of rooms, where the room title, presentation title and the OCs are the focus. To manage the OCs in the room, chat with the people in the room and more, click the chat icon in the top right.
Room Collaboration mode
Below is what you’ll see in the Room while in Collaboration mode. You can switch back to Present mode by clicking on the computer screen icon.
The main screen is divided in two sections, chat and room management.
On the left hand side you will have access to view and share messages with the other people in the room.
On the right hand side you will have access to manage the various assets and settings of the room (if you have the permission to do so):
- OCs: View all OCs in room; Add OCs to Room
- Files: View and download available files in the room
- People: View who else is in the room
- Settings: Edit the room settings or customize the presentation mode; Leave the Room; Archive the Room
OC Sharing Best Practices
Share OCs via Outcome Room
An Outcome Room is a collaborative workspace where users can come together to view and collaborate on OCs. Any user can create an Outcome Room. We recommend using the Room as a way to share OCs with internal users or external customers, who you would like to actively collaborate with. All you need is the email address of the user you’d like to share the OC(s) with.
Start the Outcome Room sharing workflow by:
1. Creating an Outcome Room. First, the creator of the Outcome Room can customize the look and the feel of the Room, such as uploading the company logos, or change room’s background image.
2. Add OC(s) to the Room. Next, the owner of the Room can select from existing OCs in My OCs to be shared.
3. Invite Room recipients. Finally, the creator of the Outcome Room can enter the email addresses of users to be shared or invited to the room. The Room creator can specify whether the invitees should have view-only, or edit access to the OCs being shared.
Other Methods of Sharing OCs
There are other methods of sharing OCs to support different use cases.
1. Share OCs via OC Templates.
To make an OC available systematically to all users on the team, the owner of the OC can convert it to an OC Template. This is the recommended way of sharing to an internal audience. This will automatically publish the OC to team’s OC Templates environment, where all registered team users will have view-only access to the templates. After converting an OC into an OC Template, it’s recommended to add the OC Template to an existing Category group (such as industry vertical, product family, user groups, etc.). Doing so can help organize OC Templates by topic, and allow other team members to quickly find and retrieve the OC Templates they need.
2. Link Space sharing.
Use this method of sharing when you want to share a particular link space. Sharing via a link space follows the same workflow as if you’re sharing an OC (through a room). The only difference is that the recipient will be invited to the link space inside the OC. Once they finish viewing content inside that link space, they will be able to explore the rest of the OC.
3. Share via Template Categories.
This is an ideal way to share a category of templates across multiple teams. In a controlled environment, you may want to have a Sandbox environment where ALL OC templates resides. Access to the Sandbox is only given to the Admin, SMEs, and anyone involved in the development of OCs. Templates in the Sandbox would need to be organized by categories. Individual teams are set up for different regions or organizations within the company. To make the templates available in each of the teams, the Admin would need to share the template categories from the Sandbox team with the individual teams.
4. Share via Template Category URLs.
The recommended way to share groups of templates in SharePoint or other internal/external sites in through template category URLs. Any one who clicks on the URL will be required to log in. The system will only grant the user access to the template category if they belong to the team that the category was shared with.