Adding collaborators

Collaborators are invited on a project by project basis and can only see the content in a single project.  They are also limited to what functionality they can see and use.

 

Before a collaborator can be added to a project, the project must exist. Here’s how to create a project (insert link to Projects in the Assets sheet)

  1. When your project is created, navigate to the Projects Page via the hamburger menu
  2. This projects page displays a list of your projects – click the blue Invite Collaborator button beside the relevant project to add a new collaborator.
  3. A pop-up window will appear for you. Invite the collaborator to the project by typing their email address. 
  4. Choose the collaborator’s permissions by sliding the Download and Upload buttons to the right if you’d like the new collaborator to have those permissions. 
  5. Click the blue Invite Collaborator button.
  6. A templated email with a secure link be sent to the new collaborator.
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