Collaboration & Access Management
Guest Access
Learn how to include external collaborators in your CoLoop qualitative projects. Follow step-by-step guidance to invite colleagues from outside your organisation, granting them tailored editing permissions to ensure smooth and efficient project collaboration.
You can now invite guests, such as clients or external collaborators, to access and contribute to specific qualitative projects.
To add guests to your project, go to your project homepage and select the three dots at the top right hand side of the project folder. Then select ‘Manage access’.
After clicking on ‘Manage access’, you will be able to manage project members. Click on the Guests tab and then enter the email of the guest you wish to add. Then click on the drop down tab to the right to select their role.
Enter the email of the guest, and then select the level of access you would like to grant. Guests can be added as either a ‘Guest Editor’, ‘Guest Analyst’ or a ‘Guest Viewer’.
After you hit ‘Add’, the new user will be sent an email inviting them to join the project. Once the invitation has been accepted, your new guest will appear underneath existing members.
Modifying Guest Access
You can choose to modify guest access you have granted at any time. Select the the three dots on the right hand side of the guest’s status to modify access. Select ‘Remove’ if you would like to remove full access from the project. Alternatively, select ‘Change role’ and update the guest’s status accordingly.
Modify your guest’s access by selecting which role you would like them to have and hit apply. The guest’s access will now be updated.
After clicking on ‘Manage access’, you will be able to manage project members. Click on the Guests tab and then enter the email of the guest you wish to add. Then click on the drop down tab to the right to select their role.
Enter the email of the guest, and then select the level of access you would like to grant. Guests can be added as either a ‘Guest Editor’, ‘Guest Analyst’ or a ‘Guest Viewer’.
| Allowed Actions | Guest Editor | Guest Analyst | Guest Viewer |
|---|---|---|---|
| Interact with evidence panels | Yes | Yes | Yes |
| Make and save clips | Yes | Yes | Yes |
| Create and edit analysis grids | Yes | Yes | No |
| Create and use chats | Yes | Yes | No |
| Upload and edit materials | Yes | No | No |
| Change permission types | No | No | No |
Modify your guest’s access by selecting which role you would like them to have and hit apply. The guest’s access will now be updated.
What can project guests see?
Project guests can only see the project they’ve been added to. They will not be able to see or access any other projects in your worksapce, only the projects they are members of. When invited to join a project, guests will recieve an email prompting them to create a CoLoop account. After logging in, guests can access the project by clicking on the guest project tab.