Inviting Collaborators & Setting Permissions
Last updated August 9, 2024
Craft Docs makes it easy to collaborate on documents with others, whether it's a team project, a shared research paper, or simply getting feedback from colleagues. This guide will walk you through the steps of inviting collaborators and setting the appropriate permissions for them.
Inviting Collaborators to a Document
- Open the Document: Go to the document you want to share with others.
- Click the "Share" Button: Look for a "Share" or "Invite" button (often located in the top right corner of the document).
- Enter Email Addresses:
- Type in the email addresses of the people you want to invite.
- Craft Docs might allow you to control if invites are sent immediately or through a notification.
- Select Permission Levels:
- Choose the type of access you want to give each collaborator:
- Edit: Collaborators can edit and make changes to the document.
- Comment: Collaborators can add comments to the document but cannot make edits.
- View: Collaborators can only view the document and cannot make any changes.
Managing Collaborator Permissions
- View Current Collaborators:
- Go to the document's "Share" or "Collaborators" settings.
- You'll see a list of current collaborators with their permission levels.
- Change a Collaborator's Permission:
- Select the collaborator you want to edit.
- Change their permission level to "Edit," "Comment," or "View."
- Remove a Collaborator:
- Select a collaborator and click "Remove" or a similar option to remove them from the document.
Additional Collaboration Features
- Real-time Collaboration:
- If Craft Docs supports real-time collaboration, you and your collaborators can work on the document simultaneously and see each other's changes live.
- Comment Threads:
- Leave comments on specific sections of your document and engage in discussions with collaborators.
- Version History:
- Review previous versions of the document, track changes made by your collaborators, and revert to specific versions if needed.
Best Practices
- Clear Communication: Clearly communicate the purpose of collaboration.
- Permission Levels: Set appropriate permission levels for each collaborator based on their role and responsibilities.
- Version Control: Use version history to track changes and revert to previous versions if needed.
- Regular Updates: Keep collaborators informed about progress and any changes to the document.
By effectively managing collaborators and permissions, you can optimize your workflow, encourage collaboration, and create high-quality documents together. Craft Docs makes this process intuitive and streamlined.
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