Invite collaborators

Outcome You invite co-authors and colleagues to your research project with the role that matches their level of involvement.

Before you start

• You are a Space Administrator of the project (project creators automatically receive this role).

• You have decided which role each collaborator should hold (Space Administrator vs. Instance Editor - see below).

• You have the email addresses of the collaborators.

Pick the role first, then send the invitation. The two common collaborator patterns:

• Space Administrator - gives the collaborator every privilege on the project: editing every instance, inviting more users, creating new instances, and deleting the project. Use for co-authors who need full control.

• Instance Editor - limits the collaborator to one specific instance. They cannot create instances, invite users, or modify anything outside that instance. Use for contributors with a defined scope.

For the full role and capability matrix, see Concepts › Roles, secrets and identity.

Invite co-authors as Space Administrators

1

Navigate to the project Space.

2

Click the cogwheel icon and select Project Users / Instances.

3

Click + INVITE.

4

Select Option 2 — Administrator Invitation.

5

Enter the email addresses of the co-authors.

6

Click + INVITE.

Invite collaborators as Instance Editors

1

Navigate to the project Space.

2

Click the cogwheel icon and select Project Users / Instances.

3

Click + INVITE.

4

Select Option 1 — User Invitation.

5

Select the Instance and the role you want to assign.

6

Enter the email addresses of the collaborators.

7

Click + INVITE.