Collect: Help and Support

Add New Collaborators to a Form on Collect

Invite team members and consultants to collaborate with you using the Form Collaboration feature on Collect. You can also choose who can access which forms on your account and also define access levels for 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. You can do this by adding them as collaborators on your account.

Here are the steps to add collaborators to a Form on Collect:

Part A: Add a collaborator and give them the required access on a form

Collaborators can be added to individual forms. 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.

Note: Form Collaboration is an advance feature on Collect. In case you would like to try it out on your account, please drop an email to support@socialcops.com.

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 B: 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 C: Ask the collaborator to accept the invitation to view the form(s)

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.

Refer to the following video for a better understanding :

To provide access to your collaborators on an account level, please refer to the article: https://support.socialcops.com/knowledge/add-new-collaborators-to-your-collect-account

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!