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Collaborators are

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individuals inside or outside your company that you want to grant read

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-only or

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editing permissions for specific projects.

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Collaborators can

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be added to or removed from a project at any time.

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Collaborators can be added from the Manage Projects tile

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As mentioned above, collaborators can have either Read Only or Edit permissions. Read Only means they can only view a project and Edit means they can make changes to a project. 

Internal Collaborators

Internal collaborators are individuals from your company. By default, internal collaborators will have Edit permissions but that can be changed to Read Only.

External Collaborators

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, by clicking the three dots at the far right of a project.

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A pop-up will appear, where you can search by email for other users and select the collaborator and desired permission level of read-only or edit. Internal collaborators from your own company will default to edit permissions, but can be changed to read-only. 

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If the user is not yet in the DDx, you can select Try Invite Instead, which will open a pop-up to fill out the user’s name and email address, and select the permission level. Clicking Invite to Collaborate will generate an email invitation.

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Watch a short video on how to add collaborators. 

View file
nameHelpPage_Add a collaborator_v2.mp4
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