Invite team members and consultants to collaborate with you using the "Form Collaboration feature on Collect". You can also choose who can access which forms on your account and also define the access levels for you want to give to them.
About Form Collaboration
Form Collaboration on Collect helps you provide different access rights to different people depending on their role and responsibilities. Form Creators, Reviewers, Data Analysts, etc - each person can be provided with different accesses.
You can add people from your team or external consultants to your Collect account and decide the rights you want to share with them. Ex: If you have a consultant who creates forms for you, you can make sure that they get access to the form and nothing else.
Note: The term “Collaborator” refers to the person you will be inviting to your Collect account.
You can follow the steps below to add collaborators to your Collect account:
Part A: Invite a collaborator to your Collect account
Step 1: Go to the “Organization” tab of your Collect account.
Step 2: You will be able to see a “Collaborators” tab. Click on that tab.
Note: This is a premium feature, in case you can't see it, please send us an email at support@atlan.com
Step 3: Click on the “Invite Collaborator” button on the top right.
Step 4: Enter the email address of the collaborator.
Step 5: Click on “Invite Collaborator”.
You would now see the status of your collaborator as “Invited” with a “Member” role under the Collaborators tab.
Part B: Choose access level for your collaborator
Now that you’ve invited a collaborator, you can provide them with the required access to your Collect account. At an organization level, there are two types of accesses -
Member - Add a collaborator as a Member if you would like to provide them only with specific access to some of your forms and their responses. By default, any new collaborator is added as a Member.
Administrator - Add a collaborator as an Administrator if you would like them to create new forms, manage their responses and also manage the form audience for your organization.
In case you would like to change a collaborator as a member to an administrator, follow these steps -
Step 1: Go to the “Organization” tab of your Collect account.
Step 2: Go to the “Collaborators” tab.
Step 3: Under “Role” of the collaborator, click on the edit button.
Step 4: Click on “Administrator” and then click on “Change Role”
Part C: Ask the collaborator to accept the invitation
Step 1: Ask the collaborator to log in to their Collect account. They will be able to see a notification bell icon on the top right bar.
It will say “<Your Organization Name> has invited you to collaborate”. Ask them to click on the green button on the notification which says “Accept”.
Step 2: Once they have accepted the invitation, a drop down on the top right will open. At the bottom of that list, they will see an option called “Switch to” <your organization name>. This means that they have been added to your Collect account.
Step 3: Ask them to switch to your organization. Once they’ve switched, they will be able to see all the forms you’ve provided them access to in the previous steps.
To provide access to your collaborators for specific forms, please refer to the article: https://support.socialcops.com/knowledge/setting-up-form-collaboration-on-collect