Adding others to your design

Matt
Updated:
December 5, 2024

Overview

This article covers how to add others to your designs and work together. There are different methods with your choice in roles and permissions based on whether you want them to change things, or just review or add comments. Working together on designs unlocks real-time editing and collaborative features - for Pro and Expert users.

Contains

Share your design - a quick and simple way to add users to your design.

Add users when creating a design - start a new design with your team.

Add users to any existing design - add others to an existing design.

Terminology

  • Share - a way to give access quickly to anyone.
  • Invite - send an email to someone else who then joins your organisation.
  • Organisation - your shared space to work with others and share designs.

Ready? Let's work together 👏

Share your design

You can invite anyone with a shared link, this permits access to Review and Comment on your design. You can also invite team members to collaborate on your selected design or invite new team members.

Step: Navigate to a design and select the Share button

Select 'Share' to give others access to your design

Step: If one does not yet exist (as shown below), select Generate sharable link to create a new share.

Generating a shared link for your learning design

Step: Select Copy share link to place the link in your clipboard for you to share it with anyone

Copy shared link will place it in your clipboard 

Tip: Anyone with this link can access your design but it can be revoked by anyone with permission to select the Revoke shared link button

Viewing a shared design as a visitor account

Optional Step: Revoke shared access (only when needed, it will remove all previous shares)

You can revoke shared access at any time

Add others to your design

Start: Navigate to 'My designs' area and select a design you wish to add collaborators. 

Step: Select the 'Edit details' icon

You can add any team mate into your design

Selecting the 'edit details' icon

The Edit Details screen

This loads the extra details screen for your design, it contains spaces to add more details to your design, as well as space to add additional team members, and select their role (such as editor, comment or review)

Step: Identify a team member and decide their role. 

Select a team member from your list

Note: Pro accounts can be added as Review & Comment or Editor. Expert accounts can only be added as 'Review & Comment')

Step: Select the appropriate role for that team member

Choosing the suitable role

Your list of team mates who can now edit or review the learning design. 

The examples above show both options - Edit and Review & Comment.

Note: If you have added all available team members, or there are no other members of your organisation, you will not be able to add more people into your design. You will be prompted to invite them, if this happens.

Optional: You can remove anyone (but yourself) from the Design by selecting the X icon.

Removing roles is as simple as selecting the X icon

Result: Once you have added others to your design you'll be able to see them listed in the 'My designs' area for each design as icons.

You'll see all team mates on the overview screen.

Tip: You can hover over an icon to see their name (if they have not added a profile icon).

Top 3 next steps

  1. Invite others to your Organisational space. 
  2. Decide who to collaborate with.
  3. Show your designs in coursensu to others, via a video call, and ask if they want to work with you.

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