Applicant Tutorial - Collaboration

To invite a collaborator to your request, navigate to the Request Summary Page and send an email invitation with the appropriate permission level.

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. 

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.

Registration Instructions to Include in Your Message

When inviting a new user, include the following instructions in your message so they can complete their registration:

1. Click the link in the invitation email, enter your name, add a new password, and then click Register.
2. At the top of the dashboard, click Apply.
3. Click Complete Registration.
4. Click the Organization drop-down menu and select your 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.