The collaborator feature allows applicants to work together on a single request. With this feature, applicants can also add a new user to their organization in a Grant Lifecycle Manager (GLM) site without contacting an administrator.
This feature is included with the Basic license and above. Contact Support to enable this feature in your site. Contact the Client Success Team with any questions about your license. When enabled, the option to invite collaborators will appear for all applicants.
The collaborator feature helps address several common scenarios, including the following:
- Multiple applicants from an organization need to work together on a request.
- An applicant needs someone else to upload a document, fill out certain questions, or sign off on their request.
- For example, this could include a fiscal sponsor or an executive director.
- An applicant needs an efficient way for someone else to view or submit their request.
- An organization works with a grant writer.
- An organization has a new staff member who would like to submit a request.
The permission level set for a collaborator applies to the entire request, not just a single form within the request. If a follow up form is assigned to someone other than the applicant, collaborators will not have access to that form. Permission levels include the following:
- View - The collaborator can view each form in the request to which the applicant has access.
- Edit - The collaborator can view and edit each form in the request to which the applicant has access.
- Submit - The collaborator can view, edit, and submit each form in the request to which the applicant has access.
Applicant-Managed Collaborators
The information below is intended as a reference for administrators. Applicant Tutorial - Collaborator provides a detailed tutorial to share with applicants.
- Upon viewing the first form in a process, the Collaborate button is available to the applicant.
- This option also appears on any follow up forms assigned to the request.
- This option also appears on any follow up forms assigned to the request.
- The Collaborate pop-up allows the applicant to invite individuals to collaborate on their request.
- Through this pop-up, the applicant can also resend an invitation, change permission levels, or remove a collaborator from their request.
- Through this pop-up, the applicant can also resend an invitation, change permission levels, or remove a collaborator from their request.
Administrator-Managed Collaborators
- On either the Request Summary page or a form for a specific request, click Collaborate.
- In the Collaborate pop-up, view existing collaborators, resend an invitation, invite additional collaborators to the request, change permission levels of existing collaborators, or remove collaborators from the request.
Collaborators have the same access and visibility to manually entered requests as applicants. Collaborators and applicants do not have access to edit or submit the first form for a manually entered request. Manual Request Entry contains additional details relevant to both applicants and collaborators.