Followers are a type of designation that can be held by people on your team. The “Follower” designation is made project by project using the Team tab, or universally for the organization by using the Orgs section under Setup.
Inside of most projects there is a TEAM tab. By clicking on it you can examine the roles your various team members have. The highest level of integration is called “Follower.” A Follower is somebody who is involved heavily in the project or case.
In this project, Fred, Jonny, Jane, and Susan are all Followers.
What happens when I am a Follower?
When you are a Follower of a project, your Feed will show you every Activity update for that project. This means that if somebody makes a new note in a case that you are following, that note will appear in your Feed. Updates to notes, tasks, texts, or emails will also cause that item to re-appear in your Feed. This lets you keep an eye on the projects that are most important to you, even when you’re not personally working on them.
Followers also receive email alerts about upcoming deadlines and new text messages that have arrived in the project. This means that even if you’re not able to check on a certain project every day, you’ll get the most urgent updates through at least one other channel.
Who should be a Follower?
Followers should be people who need to know everything going on in a project. Followers will have their Feeds populated by all the projects they are following, so you don’t want to be a Follower on too many.
For small companies, it is normal to have every member of the team also be a Follower. This lets the team keep up on the work being done. For larger companies, smaller teams are usually created depending on the project type. For example, a large law firm may have a family law team that follows every new “family law” project that is created, and a totally different team that follows other project types.
Frequently Asked Questions
What is the difference between a Follower and a Collaborator? Both Followers and Collaborators can access everything in a project, but the Collaborators get no updates in their Feeds and no alerts sent via email. A Collaborator is meant to be for people who will need access to a project, but aren’t necessarily involved in it on a day-to-day basis.