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Workflow Collaborator Roles
Workflow Collaborator Roles

Learn how to invite colleagues to collaborate on a workflow and its submissions

Written by Hannah Hill
Updated over a week ago

Who Can Do This?

  • Dashboard Users

  • Owners

If you'd like to invite colleagues to collaborate on a workflow with you, there are four different levels of access the owner of a workflow can grant to others. Follow the steps below to invite others to collaborate with you.

Click on the workflow you'd like to invite others to work on with you.

On the left side of your screen, click Manage Access.

If you have no existing collaborators, you can click the purple Invite Others button in the middle of your page, or the plus sign in the right hand corner. If you have existing collaborators, but would like to add additional ones, you can click the plus sign in the right hand corner.

After clicking one of those options, you will see a list of users that are associated with your organization appear on the right side of your screen.

To choose a collaborator, simply click on their name. You can choose as many collaborators as you need during this step. You can also search their name by using the top search bar, or use the arrows at the bottom of the selection window to look through additional names if your organization has many users.

Once you've chosen your collaborators, click the blue Save button at the bottom of the selection window.

You should now see the collaborators that you chose listed in the middle of your screen. To change the level of access each collaborator has to this workflow, click the dropdown next to their name to see all four access options.

For each person, choose the role that best fits what kind of access they'll need.

At any time, you can remove someone as a collaborator altogether by clicking the trash icon next to their name, change their level of access using the dropdown menu, or add new collaborators by clicking the plus sign in the in the right corner.

Keep in mind that if this workflow has already been assigned to a Team, you will have an additional section at the bottom of this screen titled Manage Team Access. You can use the dropdown in this section to manage the level of access the entire team has to this workflow.

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