Invite people to the team
Roles and what each one can do.
1 minute read
On this page
Provide suitable access and discuss evidence in context.
Purpose
Organize responsibilities without sharing personal credentials.
When to use it
When adding colleagues or reviewing who may edit and publish.
Before you start
- Administrator access to manage the team
- An individual account for each person
Example
Invite a researcher as editor and a client as viewer.
Step by step
- Select workspace. Check the workspace selector and open Team. Review existing members before inviting to avoid granting access to the wrong space. Correct workspace.
- Invite with a role. Enter the email and choose viewer, editor or administrator for the work. Generate the invitation and use the link or delivery offered in the interface. Viewer: reading · Editor: authoring · Administrator: team management.
- Review account. In Settings, review My profile, Company and brand, and Language. Check the details and preferences available for your account. Profile · Company and brand · Language.
- Comment on evidence. On a block card or session, use Comment. Write an observation tied to its source and review the discussion in the comments panel. Which evidence? · Which decision?.
How to read the result
- Access according to assigned role
- Comments attached to a block or session
Cautions and limitations
- Viewers read but do not edit or write comments.
- The wrong workspace may show another set of studies; check the selector.
Continue with the interactive guide
Manage team, account and comments
Related guides
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