Team Collaboration

Collaborators are team members you give access to a particular safety plan. They can work on the plan with you. They also get notified when an incident report is submitted for that plan.

Collaborators must already be members of your team. To invite someone to the team first, see Managing Teams.

Adding or removing collaborators

Open the safety plan and click Manage in the toolbar. You can also click the people icon next to the plan on the Projects dashboard.
Under Search & Select team members, start typing a name, or pick team members from the list.
Selected people appear under Collaborators. To remove someone, deselect them.
Click Update Collaborators.

The Manage Safety Plan Collaborators page with the search box and Update Collaborators button highlighted

You can also choose collaborators when you create a project, or later from Edit on the plan. Choose Yes for "Would you like to update the safety plan collaborators?"

Who can see what

A plan's owner and collaborators are shown next to the plan on the Projects dashboard. Collaborators have full access to the plan. The rest of the team can still see the plan, so they can duplicate its sections, risk assessments and supporting documents into their own plans.

Related: Managing Teams