Collaborators
Last updated
Last updated
IN THIS ARTICLE
Collaborators are users outside of your organization that have access to a portion of your organization portfolio. You can invite, view, and manage collaborator permissions from any collaborator view.
The Collaborators feature allows you to easily manage who has access to your project and what they can do within it. You can invite team members, partners, or funders to collaborate directly in FieldDoc, enabling shared responsibility for creating, editing, and managing activity records and project data.
Collaborators have the ability to add new records, update existing information, and contribute to the overall progress of the project. This feature is designed to support transparent, team-based workflows—whether you're working within a single organization or coordinating across multiple partners. Managing access through the Collaborators tab ensures that the right people have the right level of access at the right time.
As a collaborator, you can view and contribute to the records you’ve been invited to, but those records remain part of the original owner’s portfolio—not yours. You’ll find these records in the Shared with Me tab of your FieldDoc workspace.
Pacts and Activities that have been shared with you.
Depending on the level of access granted, you may be able to view, edit, or comment on these records.
You cannot move shared records into your Portfolio.
You cannot invite new collaborators to shared records unless you are granted permission by the original owner.
You do not have administrative control over shared records.
Why This Matters:
This structure helps ensure that data ownership and reporting responsibility remain with the original record owner, while still allowing for cross-organizational collaboration and support.
If you need to work with someone on their data, always check your Shared with Me tab. If a record doesn’t appear there, it may not have been shared with you yet—or you may not have the right level of access.
Switch between your own organization’s workspace and theirs using the workspace switcher in the top-right corner of your FieldDoc account.
You do not need a new login—your existing FieldDoc account can be used to access multiple workspaces.
Why this matters: Workspace-level collaboration is especially useful for:
Technical service providers who support multiple grantees
Program managers working across different partner organizations
Organizations that co-manage a shared restoration portfolio
Key difference: Unlike record-level collaboration (where you only see specific items under the “Shared with Me” tab), workspace access gives you a full view of everything in that organization’s account.
To gain access, an administrator from that organization must send you an invitation.
If you are supporting a grant applicant with their FieldDoc submission and do not want to use workspaces, users can invite collaborators to their Pact.
Once invited collaborators will be able to:
Access the Pact via shared with me.
View, edit, and delete activity records within the Pact. All records will be discoverable via shared with me and within the Pact.
Add programmatic metrics to the activity records within the Pact.
When another user invites you to collaborate on part of their FieldDoc , you gain limited access to specific records—without taking ownership of them. Collaborators can be added at the , , or levels.
If you need full access to another organization’s portfolio in FieldDoc, the best option is to be invited directly to their . This kind of access goes beyond individual record sharing and allows you to work across all projects, activities, and Pacts within that organization.
Access the entire of records in that organization’s .
View and manage , , , and shared
The FieldDoc team does not recommend adding collaborators to projects at this time. 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 .
