Projects can be shared with other team members to be reviewed. You have the option to share with both existing team members or external collaborators.
Users who have Projects shared with them will be sent an email informing them they have a new Project to review. Those users can then create or respond to comments and submit those comments back to the Project’s Author.
If you have already been assigned a Project to review by another team member, you can find out more about how to submit your review in Submitting your comments back to the Author of a Project.
Sharing a Project with an existing team member
1. To send a Project to another user to be reviewed, go to Pages:
2. Select Send:
3. Choose who you’d like to send the Project to from the dropdown menu. You can choose anyone who already has permission to access the Project:
|Note: If the user you’d like to send the Project to is not appearing in the list, they may not have permission to access that Project. If you are an Administrator or have access to Team, you can set which Projects a user has access to by modifying their scope of access. To find out more about this, see Limiting user’s access.|
4. Select Send:
5. An email will be sent to that user informing them that they have been invited to review a Project:
Sharing a Project with an external collaborator
An external collaborator is a user who doesn't have an Elucidat account but who has been granted temporary access to the platform to review a Project.
1. To share a Project with an external collaborator, select Send:
2. Add the email of the person you'd like to share the Project with:
This must be a user who does not have an Elucidat account. If the user you'd like to share the Project with already has an Elucidat account, follow the steps for Sharing a Project with an existing team member.
3. If you wish, you can set an expiry period for your invite. After the invite has expired, the user you've shared the Project with will no longer be able to access Elucidat. If you don't want to set an expiry period, leave this field blank:
4. Select Send to share your invite with the user:
They will receive an email which they can use to redeem their invite and access the platform to review your Project. For more information about the process an external collaborator will follow, see Reviewing a Project as an external collaborator.