Applicant Tutorial - Collaboration

Invite Collaborators to Your Request

1. Navigate to any form for the request (e.g. the application form) and click Collaborate.
   
   
2. In the pop-up that appears, enter the following information, and then click Invite. 
   • Enter the email address for the person you’d like to collaborate with on your request. 
   • Type a message to that person, including any specific instructions about questions you'd like them to complete or review.
   • Select the permission level for this collaborator (view, edit, or submit). 
     • These collaborator permissions apply to all forms within your request (e.g. the application and any follow ups assigned to you). If you select edit, for example, the collaborator can edit any forms within your request.
       
       
3. The system now sends an email invitation to the collaborator containing your message and a link  to log on.
4. Click Collaborate again to manage the collaborator you just invited (as well as any other collaborators you've invited). In this pop-up, you can: 
   • View the status of the invitation (i.e. whether or not it’s been accepted). 
   • Resend the invitation. 
   • Edit the collaborator’s permission level.
   • Remove the collaborator from your request.
     
     

• Once either of you submits the form, no further changes can be made.
• If any required questions (indicated with an asterisk on the form) were missed, the system will list them and they will need to be completed before the form can be submitted.
• You'll see a confirmation page when the form is successfully submitted. 

Collaborator Experience

If you received an invitation to collaborate on a request, follow the instructions below. 

1. Click the link in the email invitation you received. 
2. If you already have an account for this funder's site, enter your information and click Logon. 
3. If you do not have an account, enter your name and create a password, and then click Register. 
4. You will land on your Dashboard and can return here at any time by clicking the Home icon.
   
   
5. Click the Collaboration Requests tab to access the request(s) for which you've been invited to collaborate.
   
   
6. Depending upon the permissions you've been given, you will see either the option to view or edit forms for the request(s). Click View to see the applicant's responses on a form without making any changes, and click Edit to respond to questions on a form or make edits. 
7. Click Save Application at any time as you work on a form. 
   • The system also auto saves your work every 100 characters you type or when you click out of a question. 
8. If you were given permissions to submit forms, click Submit Application when both you and the applicant are finished with your responses. 
   • Once either of you submits the form, no further changes can be made.
   • If any required questions (indicated with an asterisk on the form) were missed, the system will list them and they will need to be completed before the form can be submitted.
   • You'll see a confirmation page when the form is successfully submitted. 

Add a User to Your Organization

The collaborator feature can be used to add a new user under your organization in a site without contacting the site’s administrator. 

1. Navigate to any form for the request (e.g. the application form).
2. Click Collaborate.
   
   
3. In the pop-up that appears, enter the following information, and then click Invite. 
   • Enter the email address for the individual you’d like to add to your organization in this funder's site. 
   • Select the permission level for this collaborator (view, edit, or submit). 
     • If you do not need them to take any actions on this request, select View.
   • Type a message to the individual. You can copy and paste the instructions below into your message.
     • Please register as a contact with our organization following the steps below: 
       1. Click the link below, enter your name and a new password, then click Register.
       2. At the top of the dashboard, click Apply. 
       3. Click Complete Registration.
       4. Click into the Organization drop-down box and select our organization.
       5. Complete the additional required fields and click Save.
     • You have now been added to the site under our organization and can log on using your email address and password.
       
       
4. If the invited user follows the instructions above, they will be added as a contact under your organization in the site and will have completed their full user registration. This means that they can start new requests in the site for your organization just as you can.