There are two ways an author can add a collaborator to their content. Using the kebab menu (three dots) on the content row on your Create dashboard, or using the left navigation menu whilst you are building your content in Create.
Using the kebab menu
Select the content you wish to add your author or reviewer to from the table in your Create dashboard. Select the kebab menu to reveal the link Collaborators.
In the modal that appears, enter the email address of the collaborator you wish to add, select the type of access (see below) that you want them to have, and select Add. You will see the email of your collaborator in the table below.
Using the left navigation menu
If you’re editing the content go to the Collaborator section in the left navigation menu.
Choose whether you want to add your collaborator as an author or reviewer, we’ll cover the differences between the access types further in this article.
Enter the email address of the person you wish to add, then select Check.
Then select Send invitation to send an email invitation to the person you have asked to collaborate with you, including a link they can follow to access the content.
If your collaborator is new to iQualify, you will also be asked to enter their first name and surname at the check stage. They'll be sent an email to create an iQualify account, and in addition, they’ll be sent an email letting them know they have been added as an author or reviewer with a link to access the content.
Access types
Below we cover the main differences between what actions an author and a reviewer can take when added as a collaborator. It’s important to note that an author can make permanent changes to content and publish/republish, allowing changes to flow out to any current class activations and learners.
An author will have full access to edit, view, archive and publish your content.
A reviewer will have 'read only' access, and while they can view and make notes on your content, they are unable to edit the content or publish the course. When content is published, reviewers can no longer make comments. Review notes are deleted when the content is published and are not visible to learners.
Editing content with other authors
While authors can be working on the same content at the same time, only one author can work on any particular page at a time. If an author navigates to a page that someone else is currently editing, a message will display at the top of the page telling them who is working on it, and when they started that work. The author won’t be able to make any changes to that page until the other author has saved their work or exited that page.
Once an author leaves the page any other author viewing the page is instantly alerted that the new content is available, and are provided with a link they can follow to take them to the page. They are now able to make their own edits.