The “Open Office” set-up

Posted by

Increasingly we see offices where there are no bosses or assistants but, instead, many people all supporting each other.  For this type of set-up, we created Shard Call Logs.

CallPlease was originally designed to support the Exec/Assistant relationships that are common in Hollywood, Law Firms, and the C-Suite, but we add Shared Call Logs a few years ago to enable an almost infinite array of collaboration options.  That kind of flexibility though, can make it a bit confusing to set-up, so we are putting together some examples of how other CallPlease users have organized their environments.

In the Exec/Assistant world, the Exec has a private call log and the assistant collaborates by adding call, updating information, or acting on the Exec’s behalf.  An Assistant can support multiple Execs, so the assistant(s) see each of their call logs but the Execs can’t see each others.’

A favorite set-up for the open office we described above takes advantage of the fact that Assistants don’t have private call logs. If you create an organization where everyone is an Exec and they are part of Shared Call Logs, they will have a private log AND the all the shared logs you assign them to.
The steps to set this up go a little like this:

gear_icon
You need to be a Company Admin to access the Gear icon menus
  1. Add each of your colleagues to CallPlease as Assistants (under the Gear icon/People menu)
  2. Create Shared Call Logs named after each of your users. (under the Gear icon/Shared Logs menu)
  3. Add each of your users to all of the Shared Call Logs (under the Gear icon/Shared Logs menu, Members tab)
In this set-up, everyone has access to all of the logs, both for adding calls and for acting on those calls and everyone can see what is on everyone else’s plate.  And, because everyone is an Assistant, they don’t have a private log to confuse things.
Add Person to Shared Log
Any user can be a Member of a Shared Call Log

Special Offer:

If you set-up a trial or want to test adding more than 5 users to your account, we will give you a free live session with one of our Enterprise Support Experts.  They can walk you through the features with a live screen-sharing session and even direct you through setting up your environment to your specifications.

Click here to schedule a QuickStart session: https://calendly.com/jhaviland/callplease-quickstart

More stuff to read:

You can read about how we organise call logs in some detail here:
You can also find some information about shared logs on our FAQ:

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s