How to: Add a collaborator

Collaborators are the team memebers you work with on a project. You can add individual users, or workgroups. There are system workgroups - project collaborator, finance, panel manager, organisation administrator, or there are your organisation's custom workgroups. These workgroups could be the Legal team, Melbourne office, a project team etc. 

There are two ways to add collaborators - during project creation or from the Collaborators tab.

Adding groups during project creation is a quick way to add your team so everyone has visibility of the projects they're involved in. Adding groups this way reduces the number of clicks and time taken to set up your projects. 

Adding a collaborator group during project creation:

1. Click on the Projects menu 
2. Select the green plus button on the bottom right of the screen
3. Enter a title into the Create a project pop up
4. Select a workflow type from the drop-down menu
   
   Note: When you create a project with an external workflow type, an additional option is displayed, ‘You are currently buying a service’. This refers to purchasing the service as an external law firm (only change if you are creating a project as the external law firm).
   
   
   
   
5. Select the group you want to work with
   
   Note: Your organisations custom groups are automatically selected. To deselect, click on the group's name. Groups that are highlighted in green have access to the project.
   
   
   
   
6. Click Create

Adding users and groups from the Collaborator tab:

1. Click on the Projects menu and click on the project you would like to add collaborators to
2. Select the Collaborators tab
   
   
   
   
3. Click on the group name or specific user names from the list to add them as collaborators
4. Change the Manager from the drop-down list of project collaborators
   
   

Note:

• The users/groups with access are highlighted in green
• Click on the arrow next to All users to expand the list