If you are the Owner of a shared folder or the Manager of a team folder, you can invite other people to join the folder. When a person accepts a shared or team folder invitation, the folder appears in their HCP Anywhere just as it does in your own.
When inviting a person to a folder, you assign that person a member role (Viewer, Collaborator, or Manager). A person's member role determines the operations they can perform in the folder.
Procedure
-
In the row of a collaborative folder, click the overflow icon.
- In the menu, click Manage shared folder.
- In the search bar, enter the name of a person or group that you want to invite to the folder. Then press Enter.
- For each person and group you want to invite:
- Optionally, select a role in the Role dropdown
- Click Add user for each user you want to invite and Add
group for each group you want to invite to the shared folder.
When you
invite a group to a collaborative folder, you set the member role
for the entire group. However, the member role of a person who is
already part of the collaborative does not change.
Result
When you invite a group to a collaborative folder,
HCP Anywhere manages the group membership for you. When a person is added to the group, that person is automatically invited to all the collaborative folders the group is a part of. Similarly, if a person is deleted from a group, that person is automatically removed from all the collaborative folders the group is a part of.
Next steps
Once a group is part of a collaborative folder, you
can:
- Change the roles of people in the group
- Remove people in the group from a collaborative folder
- Stop HCP Anywhere from tracking the group
