Overview
Collaborators can see a member of staff’s portfolio but will have restricted access to this.
Instructions
Any staff that you collaborate with will show in the My Staff section of the menu. Collaborators can be added by Administrators or Line Managers.
Collaborators can be added individually to a staff member review in a portfolio or can be added as a 'bulk action' to several staff reviews
Actions
Adding a Collaborator to a review in a Staff Portfolio
From the main menu go to ‘My Staff’
Click on the staff member's name with the review you would like to add a collaborator to
Go to the ‘Collaborators’ tab and click on ‘Add Collaborators’
Enter the details, such as the ‘Subject’, and ‘User Group’
Then select the name of the ‘Collaborator’ from the drop-down
Using the ‘Rights’ tab, select what user rights you would like the collaborator to have
From the menu, you can decide whether the collaborator can ‘View’ or ‘Manage’ different areas of the staff member’s portfolio
Click on ‘Save’
