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Managing Project Collaborators

Learn how to add teammates and external collaborators to projects.

Updated this week

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.

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