Inviting team members to collaboratively work on research projects ensures they will stay up to date on project progress, be able to contribute effectively, and help them to feel like a part of the team.
>>> This article is for Researchers and Insights Experts.
This article is about actively managed research projects and studies.
FYI - You might know Research Projects by another name - check out our glossary to find out!
To add another Research Lead:
- Start a new project or open an ongoing project from your Project Inbox
- Navigate to the Team tab of your project
- Click on the Research Lead section and start typing in a name
- A list of possible users will be displayed
- Click on the user(s) you want to add
To add Team Members:
- Start a new project or open an ongoing project from your Project Inbox
- Navigate to the Team tab of your project
- Click on the Team Member section and start typing in a name
- A list of possible users will be displayed
- Click on the user(s) you want to invite
After you select your new team members, they will automatically receive a system notification inviting them to the project in the system.
Insider Tips:
- Both Team Leads and Team Members will be able to actively work on the project, but only Team Leads will be able to request approval, commission suppliers, and publish the project
- You can have as many Team Leads or Team Members as you need
- You will be able to see all the projects you are a part of in your Project Inbox – regardless of whether you are a Team Lead or Team Member