Set Up Collaborators Permissions
The "Collaborators Permissions" feature, located on the right hand side of the project level, allows you to manage who can work with colleagues involved in the redaction process.
1. Open the Project
a. Project owners can add collaborators and set their permission options to either 'View Only' or 'Can Edit'.
2. Add a Collaborator
a. To add a team member select the 'Add Collaborator' button
3. Edit Collaborator Permissions
a. Click on the collaborator status to update the name of the project if you are the owner, or update the permissions of a collaborator.
b. Click on 'Collaborators' to set up collaborator permissions.
c. Select or deselect the team members you want to add to your project.
d. Select the 'View Only' (Eye Icon) to grant view-only permission. This updates the collaborator's status to ‘View Only’ for the project folder.
e. Select the 'Redact' (Pencil Icon) to grant permission to edit. This updates the collaborator's status to ‘Can Edit’ for the project folder.
If you have additional questions or need help, please contact us at [email protected].
Tip: For detailed instructions on how to add team members, click here.
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