Collect: Help and Support

Setting up Form Collaboration on Collect

Invite team members and consultants to collaborate with you using "form collaboration". You can also define the access you want to give to them.

About Form Collaboration:

Large-scale data collection projects might involve multiple people working in different roles and handling different things — someone create forms, someone flags and analyzes data, and someone else manages teams. In such a case, you would have different people will different access rights.

The “Collaborators” feature on Collect helps you do exactly that.

You can add people from your team or external consultants to your Collect account and decide the rights you want to share with them. Ex: If you have a consultant who creates forms for you, you can make sure that they get access to the form and nothing else.

Note: The termCollaborator” refers to the person you will be inviting to your Collect account.

You can either follow the steps below to add collaborators to your Collect account:

Part A. Invite a collaborator to your Collect account

Step 1: Go to the “Organization” tab of your Collect account.

Step 2: You will be able to see a “Collaborators” tab. Click on that tab.

This is a advanced feature, in case you can't see it, please send us an email at support@socialcops.com

Step 3: Click on the “Invite Collaborator” button on the top right.

Step 4: Enter the email address of the collaborator.

Step 5: Click on “Invite Collaborator”.

You would now see the status of your collaborator as “Invited” with a “Member” role under the Collaborators tab.

Part B: Choose access level for your collaborator

Now that you’ve invited a collaborator, you can provide them with the required access to your Collect account. At an organization level, there are two types of accesses -

Member - Add a collaborator as a Member if you would like to provide them only with specific access to some of your forms and their responses. By default, any new collaborator is added as a Member.

Administrator - Add a collaborator as an Administrator if you would like them to create new forms, manage their responses and also manage the form audience for your organization.

In case you would like to change a collaborator as a member to an administrator, follow these steps -

Step 1: Go to the “Organization” tab of your Collect account.

Step 2: Go to the “Collaborators” tab.

Step 3: Under “Role” of the collaborator, click on the edit button.

Step 4: Click on “Administrator” and then click on “Change Role”

Note: If you would like administrators to have access to existing forms, please follow the steps mentioned below in Part C.

Part C: Give required access to your collaborator

There are different levels of access that you can provide to Collaborators. Here’s what they mean-

Form Collaboration - Table

You can follow these steps to assign access to your collaborators -

Step 1: Go to the “Forms” tab of your Collect account.

Step 2: Open the form for which you would like to provide access to a Collaborator.

Step 3: Go to the “Settings” tab

Step 4: Click on “Collaborator” on the left of your screen.

Step 5: From the table above, select the access level you would like to provide to the Collaborator

5.1: Provide Form Access

  • Add the email ID of the Collaborator under “Form”.
  • Click on “Add Collaborator”
  • By default, they will be provided access as a “Form Viewer”.
  • To change the role to Form Editor or Publisher, click on the Edit button next to “Viewer”
  • Select the access level you would like to provide and click on “Change Role”

5.2: Provide Data Access

  • Add the email ID of the Collaborator under “Responses”.
  • Click on “Add Collaborator”
  • By default, they will be provided access as a “Response Viewer”.
  • To change the role to Response Curator or Analyst, click on the Edit button next to “Viewer”
  • Select the access level you would like to provide and click on “Change Role”

Note: You can remove access for a Collaborator from a form at any point by clicking on the Delete button next to the Collaborator’s email address.

Part D: Get the collaborator set up on Collect

Step 1: Once you invite a collaborator to your Collect account, they would receive an invitation email. Ask them to open the email and click on the “View Invitation” button.

Step 2: If your collaborator does not have a Collect account, please ask them to sign up for a new account with their email address. If they already have a Collect account, they can log in on their account.

Note: By default, new accounts have a 7-day free period associated with them. This limit doesn't affect their collaboration rights in any way.

Part E: Ask the collaborator to accept the invitation

Step 1: Ask the collaborator to log in to their Collect account. They will be able to see a notification bell on the top right bar.

It will say “<Your Organization Name> has invited you to collaborate”. Ask them to click on the green button on the notification which says “Accept”.

Step 2: Once they have accepted the invitation, a drop down on the top right will open. At the bottom of that list, they will see an option called “Switch to” <your organization name>. This means that they have been added to your Collect account.

Step 3: Ask them to switch to your organization. Once they’ve switched, they will be able to see all the forms you’ve provided them access to in the previous steps.

Note:

This feature is in beta right now. We'd love to get your feedback on it — what you like, what can be made better, or additional capabilities that would be useful for you. Please drop us an email at support@socialcops.com and let us know.

Help and Support:

Need any help or have some questions? Just drop us an email at support@socialcops.com and we will get right back!