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Topics started by Melissa Balletta

2 Discussions

Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Need tips on how you handle assigning staff to certain Organizations and Work Items

We currently have our staff assigned to organizations and then work items. We have to go into the organization and invite the staff member to each individual contact that is within that organization. Every time we have to swap a staff member to another organization, we feel like it’s so many steps. Is there a better way to be doing this? When we assign a staff member to the organization, shouldn’t it automatically assign them the contacts as well? There is a teams portion of Karbon that we are not using. Is this something that would accomplish that?  Any input is greatly appreciated! I am going to watch more videos too but figured the Karbon community is the best place to get the answers we look for! 

5
Melissa Balletta
Beginner
1 year ago
Melissa Balletta
Beginner
Melissa BallettaBeginner
asked in Ask a Peer

Employee Personal Emails in Contacts

Hello! We onboard our employees using a workflow we created. Often times their personal email is attached to the workflow given the communications are pre-employment. Some of our staff is having their personal emails show up in other colleagues contacts.  Has anyone had this happen? Do you know why this happened? Should the staff that keeps being shown their colleagues personal email just archive that contact?  Any input is appreciated as we have not run into this before.

7
max
Sr. Karbon Community Guide
1 year ago

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