Sharing Analysis Grids & AI Chats
Learn how to share analysis grids and AI chats in CoLoop to facilitate collaboration and manage access across your organization. Understand the roles of Admins and Members, how to request project access, and seamlessly transfer projects between personal and team workspaces.
CoLoop accounts can now be grouped by organisation, creating a structured environment for managing access and working on projects. To create a team workspace, press on ‘Create Organization’, this brings the following benefits:
- Centrally manage access
- Off and onboard research from projects
- Share analysis grids and AI chats from your account
Organisation Admins & Organisation Members
Researchers in an organisation can either be Members or Admins. They have different levels of privlege:
| Allowed Actions | Admin | Member |
|---|---|---|
| Create Project | Yes | Yes |
| See a list of all projects | Yes | Yes |
| Open any project | Yes | No |
| Add and remove researchers from the Organisation | Yes | No |
Project Admins and Project Basic Members
By default the researcher who creates a project is the project Admin. This is different to an Organisation Admin:
| Allowed Actions | Project Admin | Project Basic Member |
|---|---|---|
| Add or remove members from the project | Yes | No |
| Open the project | Yes | Yes |
| Sharing a chat | Yes | Yes |
Requesting access to a project
If you are not a Basic Member or Admin of a project or an Organisation Admin and you try to open a project you will be shown an Access Denied modal and given the option to request access.
Click on the “Request Access” button to send an email to the project Admins.
Transferring a project from your personal account
If you’ve created a project in your personal workspace and you’d like to share it with your team, simply click on the three dots in the project dashboard and hit ‘Share’:
You can then choose which organisation you’d like to move the project to and start collaborating with your team members:
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