Collaborating on Research Projects

Collaboration allows multiple team members to work together on research projects. By adding collaborators, you can grant colleagues access to view data, manage participants, or moderate live sessions depending on your specific needs.

For large projects involving multiple studies or methods, you can add collaborators at the folder level. This ensures that any team member added to the folder automatically gains access to all research projects contained within it.

To add a collaborator to a folder, navigate to your Folders list, click the options menu (three dots) on the desired folder, and select Collaborators. From here, you can search for team members by email and invite them to the folder workspace.

If you only want to share a single Usability Test, Focus Group, or Interview, you can manage collaborators from the methodology dashboard.

• From the Dashboard: Locate the specific method in your list, click the three-dot options menu, and select Collaborators.
• From within the Method: While viewing the configuration or results of a specific methodology, click the Collaborators icon or link in the top-right header area.

Search for the colleague you wish to add and save your changes. They will now see this specific methodology in their own dashboard.

For live methodologies like Interviews and Focus Groups, collaborators can join as Observers. This allows them to watch the live session, take notes, and communicate with the moderator through backchannel messaging without being visible to the participants.

Collaborators added to the project can join these calls directly by clicking Observe from the dashboard once the session has been launched by the moderator.