Collaborators are individuals who have edit or view access to your project. This feature is ideal for research teams that involve multiple people.

Feature Benefits

• Unlimited number of collaborators on any project.
• Invite anyone to join your project (they don't need to be in your company).
• Ability to associate different permissions to each collaborator.

Project Permissions

Below is an outline of the permissions associated with different types of collaborator access.

Project Owners:

• Can sync their Outlook or Google calendars to the project.
• Ability to add, remove, and manage project collaborators.
• Ability to revise editable areas. This includes the updating the confirmation email, schedule, and ability to approve or reject candidates.
• Approve and reject candidates.
• Send and reply to messages.
• Receive all email notifications re: project alerts.
• View "Billing" section and download invoice/receipt once project closes.
• Receive automated receipts and invoices after a project ends.
• Download participant data from the project.

Collaborators with Edit Access:

• Can sync their Outlook or Google calendars to the project. If the whole team uses Google calendars, you can take advantage of our group auto-scheduling feature.
• Can leave comments or suggestions on draft projects.
• Edit all editable fields (e.g., confirmation email, project description, screener, session availability)
• Approve and reject candidates.
• Send and reply to messages.
• Receive all email notifications re: project alerts.
• Download participant data from the project.

Collaborators with View Access:

• View project details, candidates, messages, and session availability.
• Download participant data from the project.

Important note for Research Hub studies:‍

Colleagues who have the the same domain in their email address will automatically have view access to your projects. Collaborators with View and Edit access will not be able to invite participants to a Hub Project.

Adding Collaborators 

To add collaborators to your project, Click "Collaborators" under the Settings section in your left hand menu of the project dashboard. Enter the email of who you'd like to add and set their permission. Click "Send Invitation" to send an email to that person. They must accept the invitation by clicking a link.

Until your collaborator is verified, they will be listed as "Pending" under the Manage Permissions section. If the collaborator does not have an existing account with User Interviews, they will be asked to create an account. If they are an existing user of User Interviews, they will be asked to sign in.

Collaborators will be able to view projects they are listed as collaborators on from their individual account page. Simply click the box "Shared with me" to view all projects they are collaborating on.

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Managing session attendance

On projects with multiple collaborators, you can assign default session attendance for each person to designate who must attend and who is optional, so you can find times that work for the team and schedule only those that need to be there.

You can set the following session attendance options:

• Moderator: This person is the moderator of the session and will be invited
• Required: This person's attendance is required (e.g. for note taking) and will be invited
• Optional: This person's attendance is optional but will be included on calendar invites
• Not included: This person isn't expected to come and will not be invited

How to set session attendance

💡Note: Currently, session attendance is available with manual scheduling only.

Once a session is scheduled, you can set attendees to either Required or Optional attendance on the Confirmed Sessions Page. Any editor can come in and add project collaborators to either of those roles at any time.

• Required attendees will be invited to the session
• Optional attendees will be invited to the session, but indicated as optional

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Managing Email Notifications

Any project owner or collaborator can manage their email notifications. By turning this option on, you will receive all email notifications about project updates. This includes app reminders and recruitment alerts. Turning this option off will suppress any email notifications.

Use the bell icon in the top menu to turn your notifications on and off.

Questions? Email projects@userinterviews.com.