Allow for Guest users to join workspaces / meetings
We'd like to be able to run partner meetings via Perform and have a shared workspace with folks who already belong to their own PI account. We don't want to add them as a 3rd party user, and wouldn't want them to access anything else in Perform
this comes up A LOT, and partners would also be interested in running meetings like this with their clients
This can be somewhat similar to Slack external channels, where a user of one workspace/org can join an external channel with another workspace/org.
Summary: allow users to join another company's workspace without becoming a third party user for that company. This way, PIoneers can run meetings with partners on PIHQ account, and partners can run meetings with clients in partner accounts.
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02 Apr, '25
Stefano Hernandez AdminRabih: without this ability we are missing a significant opportunity to drive awareness (and sales) of Perform both with our partners (through PSM/Partner workspaces) and for our partners to drive awareness with their clients. With clients, partners should be using Perform to get new clients onboarded (and we should have an onboarding template) and partners should be using Perform for client check-ins and quarterly business reviews.