Note: This article focuses on project collaborators. To manage firm collaborators, check out this article.
Collaborating on projects ensures team members can efficiently work together and contribute effectively. Learn how to invite internal and external collaborators and manage their permissions.
Important: Only Project Admins can Manage Collaborators (add, remove, change their permission levels).
Accessing Project Collaboration Settings
Select the project you want to manage collaborators
Go to the Project Info tab
Scroll to the bottom of the screen to see the Pending Requests and Collaborators sections
Adding Collaborators
Scroll to the Team section
Click Add Collaborator
In the pop-up you will have the option to select from a list of internal collaborators, or invite external collaborators
To add internal collaborators
Internal collaborators are members who have already joined your firm on Acelab
A list of internal collaborators will be displayed
Find the collaborator you want to add, select their permission level from the dropdown menu, and click Add Collaborators
To invite external collaborators
You might want to invite users outside of your organization, who are not part of your firm, to join a particular project. These users might be consultants, contractors, owners, etc.
Click on Invite external collaborators
In the pop-up, add their email addresses, separated by a comma
Select their permission level
Click Invite
An email with an invitation to join the project will be sent
Once users accept the invitation, they will be automatically added to the project
Managing Pending Requests
The Pending Requests section will show:
Internal collaborators who have requested to join the project
External collaborators to whom an invitation was sent but not yet accepted
Project admins have the option to: Deny or Approve requests, Resend an Invitation, or Cancel an invitation, as well as change permission levels from the dropdown menu
Managing Project Permissions
Once a collaborator is added to the project, their permission level can be adjusted
To update permissions, go to the Collaborators section, locate the collaborator, and select the desired permission level from the dropdown
Removing Collaborators
To remove a collaborator, go to the Project Info tab
Find their name in the Collaborators section
Click the "x" icon next to their name
Note: Removing a collaborator will revoke their access to the project and all associated files. Collaborators who also members of your firm (internal collaborators) will be removed from the project, but not from the firm - they will continue to have access to the Firm Library, General research folder, and other Project they have joined.