Collaboration

Learn how to collaborate with your team in 
real-time, share projects, and manage permissions.

Collaboration

This guide explains how to collaborate with team members, manage project access, and keep everyone aligned throughout the review process.

1. Open Your Projects

From the left sidebar, navigate to the All Projects page.

Locate the project you want to collaborate on and click the three-dot menu next to the project name. Then select Assign reviewers.

2. Invite Team Members

A collaboration window will appear where you can invite colleagues by entering their email address.

Before adding a user, choose the appropriate permission level based on how they will participate in the project.

3. Assign Permissions

Three permission levels are available:

  • Can view – Users can access and view the project but cannot make changes.
  • Can comment – Users can view the project and participate in discussions through comments and the Chat tab in the Editor.
  • Can edit + comment – Users have full editing access and can collaborate directly within the project.

Once you’ve selected a role, click Add to invite the team member to the project.

4. Work Together in Real Time

After being added to the project, collaborators can:

  • Work on the same project simultaneously
  • Leave comments and feedback
  • Participate in discussions through the Chat tab
  • Review updates as changes happen

You can also update permissions or manage access at any time through the same collaboration window.

5. Track Project Status

Inside the Editor, team members can communicate the current stage of the project using the status dropdown in the top-right corner.

Available statuses include:

  • Editing
  • In Review
  • Review Done
  • Ext Review
  • Approved

These status updates help everyone understand where the project stands and keep the review and approval process organized across the team.

Collaborate with Confidence

With shared access, role-based permissions, real-time communication, and clear status updates, your team can work together efficiently from the first draft to final approval.