Add Project Collaborators

Add other FieldDoc users to your project to assist with data input

Commons Support avatar
Written by Commons Support
Updated over a week ago

You can expand the number of users working on project input and reporting by adding them as collaborators to your project. All collaborators must have a FieldDoc account in order to access the project.

Step 1. Log in to your account and open the relevant project page.

Click on the two person icon on the right hand side (indicated by the orange to enter the project collaboration page.

Step 2: Enter email addresses for FieldDoc users to add as collaborators.

You can add multiple users as collaborators. All users are sent an email inviting them to become a collaborator. Click the "+ ADD" button in the upper right hand corner to add a new collaborator.

Type in the collaborator's name as they entered it when they created their FieldDoc account. Please note that capitalization matters.

A confirmation will appear on the page if the email was sent. If there was an error, such as an attempt to send an invitation to a user not yet in the system an error message will appear indicating that the system did not deliver the invitation.

The rest of the process will be in the hands of the invitee.

Step 3. Accept the invitation.

The user will receive an email inviting them to join the project. Click the link to accept the invitation.

When the user clicks to accept they will receive a confirmation message.

Step 4. Choose permission levels.

As the project administrator, you can change the permission levels for each collaborator.

Using the three ellipses on the right hand side you can change the role, aka, Access from Limited to "Owner" or revoke access entirely.

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