Adding Collaborators

To add collaborators to your project, click Add Collaborators in Settings. This option is available after you create a project. Follow the guidance below to add collaborators and assign their roles and permissions.

Projects can be managed individually or collaboratively. To add a collaborator and assign permissions, begin typing the user’s name or email address in the input box, then select the appropriate user from the autocomplete list. Current or former active iSearch users should appear in the list.

Next, assign one or more roles to the collaborator by selecting the checkbox next to each role:

• Manager: Can manage coding fields, user roles, content, and collaborators and can view the project. The Manager role does not include coding permissions.
  • Managers are the only collaborators who can edit Settings and Modify View. Changes made in Modify View apply to all users in the project.
• Coder: Can code records, view and query the project, and add and mask content.
  • To assign coders to specific records, see the Assigning Coders tutorial.
• Viewer: Can view and query the project only.

A user assigned both the Manager and Coder roles will have the combined permissions of both roles. A user cannot be assigned the Manager, Coder, and Viewer roles at the same time because the Viewer role has limited permissions.

Note: The project owner automatically has all role permissions, even though they are not listed in the Collaborators list.