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      Multi-user collaboration on projects for experts
      • 31 Jan 2023
      • 2 Minutes to read
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      Contents

      Multi-user collaboration on projects for experts

      • Updated on 31 Jan 2023
      • 2 Minutes to read
      • Contributors
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      Article summary

      In some cases, you would need multiple users to collaborate on a project. On the InsightGig platform, you can easily invite other users or get invited yourself to the project collaboration page! 

      Good to know!
      As of now, multi-user collaboration is possible after the proposal from the Expert Lead is accepted by the Client Lead. It is not possible to collaborate on the platform before  

      Project Roles 

      On InsightGig, any user collaborating on a project can have one of these roles. 

      Client Lead: The Client account who initiated the project, i.e. created and posted/shared the brief. They can invite Client Invitees to collaborate on a project.

      Client Invitee: A Client account who is invited by the Client Lead to collaborate on the project. They have to be in the same Firm as the Client Lead. 

      Expert Lead: Expert who sent the project proposal for the brief. They can invite Expert Invitees and Third Party Experts to collaborate on a project. 

      Expert Invitee: An Expert account who is invited by the Expert Lead to collaborate on the project. They have to be in the same Firm as the Expert Lead.

      Third Party Expert: Any third-party expert who is invited by the Expert Lead to collaborate on the project. They need not be in the same firm as the Expert Lead.

       The above roles are at a project level, and not at a Firm level. Therefore, any Client account can be a Client Lead for a project. They could be an Admin at a Firm, Team member at a Firm or an independent Client account not linked to any Firm.

      Inviting other users

      As an Expert Lead, you can invite Expert Invitees from your form and Third Party Experts from outside your Firm to collaborate on a project. It just takes three steps! 

      • Open the project collaboration page and expand the Collaboration section.
      • Click on Invite another user, enter the user’s email address, and click on Send Invitation.
      • The user will be notified by email to accept the invite to collaborate on the project.
      • If you invite a Client account, an error message will be displayed. 

      The email to collaborate on a project looks like this. The Expert Invitee or Third Party Expert needs to click the link on this email and proceed to accept the invitation inside the InsightGig platform.  

      Log in and then accept the invite!
      The invitation link will open directly from the email only if user is already logged in to the platform. If you find yourself on the home page after logging in, simply click the link on the invitation again from the same browser where you are logged in beforehand. You will be able to see the accept invitation page.

      For Expert Invitees or Third Party Expert, the project will appear under the Collaborator tab in the Inbox. 

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