In this guide we’ll help you to manage Collaborators on an Asset.
Role Permissions
| Owner | Member | Guest | Inspector |
Details | Edit | Edit | View | View |
Spaces | Edit | Edit | View | Edit |
Archive & Restore | Everyone | Self | Self | Self |
Retire & Reinstate | Everyone |
|
|
|
Results (published) | View | View | View |
|
Reports (published) | View | View | View |
|
Collaborators | Edit | Edit* | View | Edit** |
* An Asset Member can only manage Asset Guests.
**An Asset Inspector can only manage Asset Inspectors.
Manage collaborators on an Asset using the Web Application
Instructions
Add a collaborator
Login to the Web Application
Select Assets on the main navigation panel on the left of the screen
Click on an Asset
Select the Collaborators Tab
Click the + Add New Collaborator button
Add a first name
Add a last name
Add an email address
Select a Role
Click the Invite button
The Collaborator will be added to the Asset and will receive an email with further instructions.
If the Collaborator is not a Raytd user, we'll help them Join Raytd and get started.
Change a collaborator's role
Login to the Web Application
Select Assets on the main navigation panel on the left of the screen
Click on an Asset
Select the Collaborators Tab
Click on the Role button on the right hand side of a Collaborator
Select "Change to ..."
The Collaborator's role will be changed.
Remove a collaborator
Login to the Web Application
Select Assets on the main navigation panel on the left of the screen
Click on an Asset
Select the Collaborators Tab
Click on the Role button on the right hand side of a Collaborator
Select Remove
The Collaborator will be removed from the Asset.
Manage collaborators on an Asset using the Mobile Inspection Application
Instructions
Add a collaborator
Login to the Mobile Inspection Application
Select Assets on the main navigation panel
Click on an Asset
Select the Collaborators tab
Click the + Add Collaborator button
Add a first name
Add a last name
Add an email address
Select a role
Click the Invite button
The collaborator will be added to the Asset and will receive an email with further instructions.
If the collaborator is not a Raytd user, we'll help them Join Raytd and get started.
Change a collaborator's role
Login to the Mobile Inspection Application
Select Assets on the main navigation panel
Click on an Asset
Select the Collaborators tab
Click on the role button to the right of the collaborator's name
Select a new role
The Collaborator's role will be changed.
Remove a collaborator
Login to the Mobile Inspection Application
Select Assets on the main navigation panel
Click on an Asset
Select the Collaborators tab
Click on the role button to the right of the collaborator's name
Select Remove
The Collaborator will be removed from the Asset.