What is Firm Collaboration?
It's Steelyard’s newest feature designed to make your product sourcing even easier. Have you ever wanted to just click one button and share an entire project with someone else in your firm to get their feedback? Or have you always wished the junior members of your team could build out a project and then you could quickly and easily approve or reject (or just comment) each item in it? Now you can. Meet Firm Collaboration by Steelyard!
SETTING UP OR JOINING A FIRM
I’m a one-person shop. Do I need to set up a Firm if it’s just me?
Yes. Because you can also share your project folders with your clients for approval, you definitely want to set up your firm. And who knows...maybe you'll expand your firm once you realize how much time we save you!
How do I set up or join a firm?
Go to "My Studio" then "My Profile". If your firm is not listed in your profile, click "New Firm" and follow the instructions. You'll be able to search for an existing firm or create a new new one. If you have any trouble, we are one call or click away.
How do I leave a firm?
Go to "My Studio" then "My Profile". Click "Leave Firm" and follow the instructions. Then—to use Monopoly lingo—go back to start and set up your new firm! And if you don't have a new firm because you retired to a tropical locale and never want to do design again, good for you....enjoy!
How do others join my firm?
When a designer registers for Steelyard, they are asked to designate their firm. They will need to be approved (see below) but it's that easy. And if someone is already a Steelyard member and wants to join a firm, see how to join a firm above. Don't worry, Suzy from down the street can't just join your firm. We've got your back!
Who can make changes to my firm?
The firm admin has ultimate control over approving or rejecting members of the team. If you need help setting up the firm admin, let us know.
SHARING FOLDERS WITH YOUR FIRM
How do I share a Project or Project Folder with someone else in my Firm?
From the Folder page, click on the share icon at the top right. Pull up your Firm name and then choose who you want to share it with from the dropdown. (No Firm name coming up? You need to create or join one in your profile.)
Can everyone make changes to a project?
No. While everyone on a team can comment, only the project owner and firm admin can make changes to a project
Sharing with a Client
How do I share a Project Folder with my Client?
From the Folder page, click on the share icon at the top right. Pull up your Firm name and then enter your client’s email address in the bottom field. (No Firm name coming up? You need to create or join one in your profile.)
Can anyone see my client's information when I share a project folder with a client?
Absolutely not. We never ask you to provide your client's information, and we don’t collect the email addresses when you use our system to send out an invitation to view your folder. You, our designers, are the priority for Steelyard.
Help! I don't understand any of this!
Don't worry, we've got you. Email us at email@example.com, call us at 727.441.2060, or chat with us live on the site (well, mostly live...we do sleep!).