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How to invite a user to the project underlying a particular reference set.

Prerequisite steps: Log in to Reference Set Tool 2.0;

Steps

References

From either Library

OR

My Reference Sets in Dashboard choose a reference set.

Reference Set Tool 2 User Guide > Invite a user to participate in a project (Admin of Team) > Screen Shot 2023-01-19 at 9.16.15 AM.png

Reference Set Tool 2 User Guide > Invite a user to participate in a project (Admin of Team) > Screen Shot 2022-12-27 at 9.37.58 AM.png

Select Invite to Participate from the Communication dropdown list at the top of the Reference Set Details page.

Reference Set Tool 2 User Guide > Invite a user to participate in a project (Admin of Team) > Screen Shot 2022-12-27 at 9.35.04 AM.png

Reference Set Tool 2 User Guide > Invite a user to participate in a project (Admin of Team) > Screen Shot 2022-12-27 at 9.35.43 AM.png

The Invite Collaborator modal will be presented allowing the admin user to send an email to someone to invite them to join their project as a collaborator.

Enter the recipient email address.

Enter a message to the recipient (optional).

Press the Send Email button.

Reference Set Tool 2 User Guide > Invite a user to participate in a project (Admin of Team) > Screen Shot 2022-12-27 at 9.36.01 AM.png