If you’re working with a large organization to build your guide—or if you’ll have a lot of information that needs to be added—you may want more than one person to be building a guide. It’s never a good idea to share login credentials, but you can invite others to assist with our “Add Team Members” feature.
Watch this video to learn how to add guide collaborators, the difference between Admins and Editors, and how to manage your guide collaborators.
Add or Manage Guide Collaborators
On the Builder website locate the guide you want to work on. Navigate to the guide dashboard and click on the “Add Team Members” button near the top right corner of the screen.
In the window that appears, type the email address(es) of the colleague(s) you would like to invite. Don’t forget to set the collaborator access level:
- Guide Admins can add or edit content, publish the guide, publish updates to the guide, compose or send notifications, and manage the collaborators list.
- Guide Editors can add or edit guide content.
In this window, Guide Admins can review existing collaborators. If any Editors need to be promoted to Admin, or any Admins need to be demoted to Editor, just click on the access level to the right of the person’s name to make that change.
You can also remove a collaborator by clicking on the gear icon and selecting “Remove”.
Only Guide Admins are able to copy the content of that guide into another guide.
Note: There is no limit to the number of collaborators you can have on your guide. Just remember that both Admins and Editors can make any changes to a guide in the Builder. If you will be working with a lot of people, be sure to plan and communicate with teammates well.
Accepting Invitations to Collaborate
If you’ve been invited to join a guide, look for an email in your inbox. To accept the invitation, you can either click the link contained in the email or—if you’re already logged in to the Builder website—you can accept the invitation after clicking on the “bell icon” near the upper right corner of the page.
Questions? We’re here to help. Email us at firstname.lastname@example.org.