Collaborator Rules

Modified on Wed, 09 Aug 2023 at 11:57 AM

Users with a Collaborator license type have a range of capabilities within Fluid. They can efficiently update project and meeting actions, and actively create new actions to drive progress. As members of specific meetings, they can access and engage in relevant discussions.  


However, they are not able to assume meeting ownership or project management roles, nor can they access workhubs or boards. Additionally, they do not have visibility into project financials or dashboards beyond what they have been assigned to. 


This collaborator license strikes a balance between granting necessary permissions for active yet limited participation while ensuring certain restrictions to maintain project integrity and confidentiality.



Collaborators Can 
Collaborators Can Not

Actions 

Access My Items page and edit the status of their actions / tasks.

Create new actions, decisions or work requests.


Meetings

Access the meetings they have been added as members to and contribute as a member.

Be set as meeting owners or facilitators.

Projects 

Access the projects they have been added as a team member / resource to.

Be set as Project Managers or Project Editors.

Update the project’s actions / tasks they are assigned to.

See project financials, project resourcing or project benefits.

Access project health dashboards with the view restricted to the projects they are member of.

Update any project content outside the status of the actions / tasks they are assigned to.


Access project financial dashboards or resourcing dashboards.


See any project health reports for projects they are not member of.

Comments 

Add comments to any actions or entities they have accessed to.


Workhubs

No access.

Boards

No access.

General


Create projects, meetings, boards, workhubs or new dashboards.


For organisations using the Fluid timesheeting functionality, the Collaborator licence can be upgraded to Collaborator licence with Timesheets. Users with a Collaborator license with Timesheets type will be able to perform all the actions listed in the previous table as well as submit their timesheets. 


Should you have any questions about the Collaborator license, please do not hesitate to contact your Customer Success account manager.

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