One of the most important tasks when setting up a Brief is selecting the recipients. Recipients of a brief can be preconfigured through normal user management, but WideAngle also includes a way to manage the recipients from the Brief Screen.
On the bottom right corner of the "Edit Brief" page (this is the page where you manage questions), you will see the current recipients of the brief. Pressing "Manage Recipients", will open a dialog that will allow you to add and remove users from a brief.
The dialog gives you full control, and you will able to add direct reports, remove recipients, and move direct reports between your briefs.
Users that are invited using this dialog will be assigned to you as their manager and given the User level permission to the product. Multiple users can be entered by separating their names or emails by either commas or new lines.
Users can be removed from the brief by pressing the "X" next to their name in the right column.
After pressing "Validate changes" you will be presented with a screen detailing all changes for the recipients of your brief. In the example below, the user "Steve Jobs" will be invited to WideAngle and assigned to this team. Moving between teams and removals from the team will appear here as well.
All changes will take effect once "Confirm & Save" is pressed.
- Changing a user's role for details on what happens when you move a direct report between briefs.