How do I add collaborators to a staff member's Portfolio?

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Overview

To add evidence to another staff member you will need to have collaborator user rights.

Location

To add collaborators to a Staff Member's Portfolio you will need to navigate to said staff member's portfolio. This can be done by going to the Home page and clicking on the My Staff tab.

From here you can click the name of a member of staff, this will lead you into their portfolio and ready to follow the rest of the guide.

Instructions

To add a Collaborator:

In the staff member portfolio, you want to add evidence to go to the ‘Collaborators’ tab

Next, click on ‘Add Collaborators’

Once fields in each of the tabs have been filled in, click Save

Actions

Details Tab

This will allow you to add the collaborator by using the drop-down to select the ‘Subject’ and or ‘User Group’ the staff member is part of to find and add the collaborator

Rights Tab

Here select which rights you wish to assign the collaborator to either view, manage or approve areas of the staff member's portfolio.

Once you have filled out the rights, you should click Save and the collaborator will then be added into the grid.

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