Collaborators are individuals inside or outside your company that you want to grant read-only or editing permissions for specific projects. Collaborators can be added to or removed from a project at any time.
Collaborators can be added from the Manage Projects in the Portfolio tab, by clicking the three dots at the far right of a project.
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.
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 first name, last name and email address, and select the permission level. Clicking Invite to Collaborate will generate an email invitation.
If the user is in the DDx, you can find him/her through him/her name or email and select the permission. Clicking Invite will generate an invitation.
