Sharing Projects

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

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Organisation Admins & Organisation Members

Researchers in an organisation can either be Members or Admins. They have different levels of privilege:

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

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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

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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.