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How to add a Collaborator(s) to an IDEA
How to add a Collaborator(s) to an IDEA

Explains how to add collaborator(s) to your IDEA and assign them a role

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Written by Jarid Arnold
Updated over 3 months ago
  1. Navigate to Your Idea

    • Navigate to your IDEA portfolio

    • Double-click on the IDEA you want to add a collaborator to.

  2. Access Collaboration Section

    • Inside the IDEA, go to the collaboration section.

    • Click on the "add new" link on the right-hand side.

  3. Add a Collaborator

    • Select the user by typing in their username or email address.

    • Choose the role (viewer, editor, manager).

    • Click on "invite" to send the collaboration request.

  4. Pending Status

    • The collaborator's name will show up with a status of pending until the collaborator accepts your request.

  5. Revoking Collaboration

    • If needed, you can revoke the collaboration by clicking on the revoke button on the right-hand side.

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