Invite a collaborator to a program
How to invite a collaborator to a program ?
You can invite collaborators on your different programs to help you :
Manage applications
Sort the answers
Appreciate the files
To invite a collaborator, go to the collaborator menu, then click on "Invite a collaborator" at the top right of your screen.
- You will then need to fill in the email address of the person you wish to invite, and his/her role.
What are the roles on the platform?
There are three roles on the platform:
- The role of the manager is to manage one or more programs assigned to him/her. Their role may be to manage files, respond to applicants via email, make changes to the program, or set up email templates for applicants.
- The evaluator can only have access to the files you share with him/her. His/her role is to consult and score the files according to a scoring grid setup by the managers.
- The observer can also only have access to the files you share with them. Their role is therefore simply to look at the files, not to note them.
To find out more about collaborator roles, see our article on the different collaborator roles.
- You can add several collaborators simultaneously by clicking on "Add".
- Once you have entered all your collaborators, click on the "Invite" button to send the invitations.
Collaborators then receive an invitation to join the platform by e-mail.
The status of the e-mail indicates :
- Confirmed: the collaborator has accepted the invitation and has access to the platform
- Unconfirmed: the collaborator has not yet accepted the invitation.
You can follow the current invitations from the "current invitations" menu.
To update a collaborator's role, please consult this article :
Configure your portal 🚀
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