How to add collaborators to a procedure
What adding collaborators to a procedure allows -
- Collaborators get full visibility of the procedure
- Collaborators get full editing rights for the procedure, including the ability to -
- create and edit content
- manage procedure teams
- manage procedure collaborators
What you need in order to be able to add collaborators to a procedure -
- Access to the Zaptic Portal through my.zaptic.com
- Procedure Management permissions within the portal
- You need to be a collaborator on the procedure you wish to add the user too, or be able to raise this request with a current collaborator
How to add collaborators to a procedure
1. Enter the Zaptic portal through my.zaptic.com
2. Select the procedures tab from the tabs across the top of the page -
3. Select the procedure you wish to add collaborators too, that you are already a collaborator on
4. Press the plus symbol near the list of current collaborators -
5 Enter new collaborator emails, and finalise by selecting ''add collaborators'' -
Related Articles
How to add teams to a procedure
What you need in order to be able to add teams to a procedure - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal You need to be a collaborator on the procedure you are adding teams to How to add ...How to assign/remove users from teams
What you need in order to be able to add/remove users from teams - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal You need to be an admin of the teams you wish to edit How to remove users from ...How to add tags to procedures and filter the procedures page
Background: Within the Zaptic portal, the procedure page can be organised by implementing tags which allow you to filter the procedures shown. Implementing tags will allow for easier navigation within this page of the portal and will help you group ...How to create a procedure
What you need in order to be able to create a new procedure - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal How to Create a Procedure 1. Access the Zaptic Portal through my.zaptic.com 2. ...How to bulk upload new users
In order to bulk upload new users into a Zaptic instance, you need; Access to the Zaptic portal User Management permissions 1. In order to bulk upload users, first navigate to the teams page and select the bulk upload users button. 2. From here you ...