Collaboration

IN THIS ARTICLE

Working with partners and technical service providers to manage an organization's portfolio? FieldDoc has options for that!

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Collaboration

All users in FieldDoc must join their organization of employment upon onboarding. Users from different organizations can work on records in the same workspaces or portfolios via collaboration. Collaboration opportunities are available from the workspaces down to individual activity records.

Remember, if you are using FieldDoc to submit records to a funder as part of an application or grant award, the recipient organization listed on the Pact must match the organization in the contractual documentation. Therefore, all records associated with a Pact must be created within the organization workspace that is submitting the documentation. Technical Service Providers and Partners can provide support for these projects to the contractual recipient through collaboration.

FieldDoc does not allow activity records from multiple workspaces to be shared through a single Pact.

FieldDoc staff do not move activity records between workspaces.

Collaborators must be invited to provide support or collaboration for another organization's FieldDoc account. Invitations can be issued at different levels, as described below:

Collaborate via Workspace

Collaborators invited to a FieldDoc workspace as an admin can create, edit, read, and delete all records within a different organization's workspace. This level of access is geared toward technical service providers performing FieldDoc actions on behalf of a client. Once a user has been invited to the workspace of another organization, they will be able to create, read, edit, and delete records on behalf of that organization. This includes being able to set up Pacts on behalf of the organization. All data will remain property of the organization workspace.

Collaborate in Project Folder

The FieldDoc team does not recommend adding collaborators to projects. If you need to add a collaborator to support your portfolio development, we recommend using workspaces. If you only need support to complete a grant application, add the collaborator through Pacts.

Collaborate in a Pact

If you, as an organization, want to invite someone outside of your organization to create a Pact on your behalf but you don't want them to have full access to your organization, here are the steps to take. You will want to create your Pact yourself. Once the Pact is created, invite the collaborator. The Collaborator will be able to create new activity records within the Pact that will remain part of your organization account.

Viewing data shared via Collaboration

When you log into your FieldDoc account, you arrive on your home page. Your home page includes a list of all of your recent activity. When you open the Shared with Me tab, you can view all records shared to your account. This is different than switching workspaces, which you can learn more about via the Workspaces page.