Applicant Tutorial - Collaboration

GLM/SLM Applicant Tutorial Collaboration Video

Invite Collaborators to Your Request

1. Navigate to the Request Summary Page for the request.
2. Click Collaborate.
   
   
   
3. Enter the applicable Collaborate information, and then click Invite.  
   • Enter the email address of the person being invited to collaborate on the request. 
   • Enter a message to that person, including any specific instructions about questions they need to complete or review.
   • Select the permission level for this collaborator. 
     • The permission levels are view, edit, and submit.
     • These collaborator permissions apply to all forms within the request such as the application and any follow ups assigned to you. If edit is selected, for example, the collaborator can edit any forms within the request.
       
       
   • The system will send an email invitation to the collaborator containing the message and a link to log on.
4. Click Collaborate again to manage any collaborators invited. 
   • View the status of the invitation to see if it has been accepted. 
   • Resend the invitation. 
   • Edit the collaborator’s permission level.
   • Remove the collaborator from the request.
     
     

Additional Information

• Once the form has been submitted, no further changes can be made.
• If any required questions were missed, the system will list them and they will need to be completed before the form can be submitted. An asterisk indicates required questions.
• A confirmation page will appear when the form is successfully submitted. 

Collaborator Experience

After receiving an invitation to collaborate on a request, collaborators can log in and work on any applicable requests.

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, create a password, and then click Register.
    
   • The page will load to the dashboard. The dashboard can be reached at any time by clicking the Home icon.
     
     
     
4. Click the Collaboration Requests tab.
   
   
5. If you already have an account for this funder's site, click Accept on the request.
   
   
6. Click the request status link to open the form.
   
   • The request status will change depending on the status of the request. This link does not correlate to the permissions set for the collaborator.
     
     
7. Complete any applicable actions depending on permission level.
   • If the collaborator has permission to view, the form cannot be edited.
     
     
   • If the collaborator has permission to edit, the form can be edited and saved.
   • The system will automatically save for every 100 characters entered or when a question is no longer clicked on.
     
     
   • If the collaborator has permission to submit, the form can be edited, saved, and submitted. 

Additional Information

• Once the form is submitted, no further changes can be made. It is recommended to confirm that the applicant is also done with the form.
• If any required questions were missed, the system will list them and they will need to be completed before the form can be submitted. An asterisk indicates required questions.
• A confirmation page will appear when the form is successfully submitted. 

Add a User to Your Organization

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

1. Navigate to the Request Summary Page for the request.
2. Click Collaborate.
   
   
   
3. Enter the applicable Collaborate information, and then click Invite. 
   • Enter the email address for the individual to be added to your organization.
   • Select the permission level for this collaborator. 
     • The permission levels are view, edit, or submit. If they do not need to take any actions on this request, select View.
   • Enter a message to the individual. The instructions below can be entered into the message.
     • Please register as a contact with our organization by 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 on the Organization drop-down box and select our organization.
       5. Complete the additional required fields, and then click Save.
     • You have now been added to the site under our organization and can log on using your email address and password.
       

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. They can also start new requests for your organization.