How do I add a new collaborator to a team?

You can add a new collaborator to a team through the workspace manager. 

A collaborator is anyone who has Read, Write, or Admin permissions for a team. Depending on their permissions, collaborators can view and create new document sets for a team, as well as manage other collaborators. Collaborators in a team can be your workspace colleagues or people who work for your clients. 

Your clients don’t have a workspace manager, but they can add new team collaborators from their team collaborators page. To help your client learn how to add, remove, and manage collaborators from their team collaborators page, you can direct them to our help center article for startups, How do I add a collaborator?.

You can also add collaborators from the team collaborators page, but that method limits you to the teams that you’re already on.  Your workspace manager is more powerful.

How to add a collaborator to a team

1. Click Manage in the main navigation bar to open your workspace manager.

2. Click Teams in the sub-navigation bar of your workspace manager to see the teams in your workspace.

3. Select the team you’d like to add a new collaborator to.

4. Click the Add menu and select External Collaborator to add someone who works for your client to a team or Colleague to add a workspace colleague to a team.

5. Enter the email address of the person you’d like to add as an external collaborator. If you're adding a workspace colleague, enter their name. You can enter your own name if you’d like to add yourself to the team.

If you’re adding an external collaborator, select what permissions the new collaborator should have. 

If you’re adding a workspace colleague, you won’t see any permissions settings.  This is because workspace colleagues always have Admin, Read, and Write permissions when they’re added to teams through the workspace manager.

6. Then, select whether the new collaborator should be a reviewer or observer in new document sets, or both.

You can also use the dropdown menu to specify whether these settings apply only to some types of document sets. For example, you might want your new collaborator to serve as a reviewer only on equity compensation document sets.

7. After you’ve chosen your settings, click Add External Collaborator or Add Colleague.
8. If you’ve added an external collaborator, they will appear in your Collaborators list with a Pending Invite status. If necessary, you can resend or remove the invitation by opening the More (···) menu and selecting Resend or Remove.

If you’ve added a colleague to the team, they will also be listed in the Collaborators list for that team. Any colleagues on the team will be starred to make it easy to distinguish them from external collaborators.

9. If you’ve added an external collaborator to a team, they'll receive an email invitation to join the team. After clicking Accept Invitation, they can review their permissions as well as their reviewer and observer settings. They can then specify their role on the team and click Accept to become a collaborator on the team.

When you add colleagues to a team, they won’t need to accept an invitation.  Since they’ll be added right away and won’t receive an email invitation, you may want to let them know they’ve been added to a team.