> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/applicant-help-guides/grant-applications/how-to-collaborate-on-an-application.md).

# How to Collaborate on an Application

This article is for Applicants who want someone outside their organisation to help with an Application, and need to know what that person will be able to see and do.

There are two ways to let someone else work on an Application with you:

* **Add them as a Collaborator on one Application.** They get access to that Application only, not to your other Applications or the rest of your organisation's information. This is the right choice for partners, co-applicants and advisers outside your organisation. This article covers this option.
* **Invite them into your organisation.** They get the same access as you to everything your organisation has in the Portal, including all Applications, Contracts and Payments. This suits colleagues. See [Organisation Management](/knowledge-base/applicant-help-guides/accounts/organisation-management.md).

{% hint style="info" %}
Your funder may use different names for Applications and Grants — for example Funding Rounds or Funds. The steps are the same.

If you can't see **Manage Collaborators**, your funder hasn't allowed Collaborators for that Grant.
{% endhint %}

## Adding a Collaborator to your Application

Only the owner of the Application can add or remove Collaborators.

{% stepper %}
{% step %}

### Open Manage Collaborators

Open **Manage Collaborators** from any of these places:

* the **Actions** dropdown on the Application's row in your Applications list
* the **Collaborators** panel at the side of the Application (click **+** or **Invite collaborators**)
* the **Manage Collaborators** button on the Application's Details page

![Applications list](https://content.gitbook.com/content/49pNEQ4fXNtxv0yJ5jgn/blobs/7oJA1Gj1UaVnrzEhnPOn/image%20png%20Nov%2021%202023%2009%2035%2042%203655%20PM.png)

<figure><img src="https://4124979405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F49pNEQ4fXNtxv0yJ5jgn%2Fuploads%2FAa83ptTTdMXMpWAF5dea%2Fimage.png?alt=media&amp;token=0ef8bb25-c1d9-4096-91de-4e6c3c148f92" alt="" width="129"><figcaption></figcaption></figure>

![Manage collaborators button](https://content.gitbook.com/content/49pNEQ4fXNtxv0yJ5jgn/blobs/vQQGYkUIV2lPd31qpn2k/image%20png%20Nov%2021%202023%2009%2037%2016%208161%20PM.png)
{% endstep %}

{% step %}

### Search for the person or organisation

Type their name into the search box. You can add individuals as well as organisations.

Select the people or organisations you want, then click **Update** and confirm.

They receive an email and a notification in their portal telling them they've been added, and can open the Application straight away.
{% endstep %}

{% step %}

### If they don't have an account yet, invite them

If they've never used the Portal, they won't appear in the search. Click **Can't find them? Invite a new applicant** underneath the search box.

Choose the **Type of applicant**, then enter their organisation name (if applicable), first name, last name and email address. Click **Send invite**.

They're emailed an invitation to set a password and complete a registration form. As soon as they submit their registration, they're added to your Application as a Collaborator automatically. You don't need to come back and add them.

While you wait, they show as **pending** in the Collaborators panel. Pending invitations are also listed in **Manage Collaborators**. To withdraw one, click **Cancel** next to it.
{% endstep %}
{% endstepper %}

<figure><img src="https://4124979405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F49pNEQ4fXNtxv0yJ5jgn%2Fuploads%2FWUKL045pL78FOjiNS9vq%2Fimage.png?alt=media&amp;token=9619ec30-4dce-46c2-a770-21ce52c3ecb8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://4124979405-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F49pNEQ4fXNtxv0yJ5jgn%2Fuploads%2FOV5d0ojUcCMwRtHAC0x0%2Fimage.png?alt=media&amp;token=0e2cbbae-e918-474f-b812-2888261683cf" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Invite didn't work?** If the email address already belongs to someone with an account, use the search box to add them instead. Each person can only be invited to an Application once.
{% endhint %}

## What Collaborators can see and do

Adding someone as a Collaborator gives them access to **that one Application only**.

A Collaborator can:

* view, edit and submit the Application form
* see the Application's status as it progresses
* respond to requests for more information from the funder
* read and send messages in the Application's conversation, if your funder uses messaging
* open Decision Letters issued on the Application
* see the list of Decision Conditions on the Application
* see the name of the organisation that owns the Application, and the names of other Collaborators

{% hint style="warning" %}
**A Collaborator can also withdraw the Application, and accept or decline an offer of funding.** Only add people you trust to act for you on the Application.
{% endhint %}

A Collaborator **cannot**:

* add or remove Collaborators
* delete the Application
* complete Decision Conditions — they can see the list, but only the owner can open and complete them
* see Milestones
* see the Contract or anything attached to it, or any Payments

If someone needs any of these, invite them into your organisation instead.

{% hint style="info" %}
**Applying to a Grant you were invited to?** Some Grants are private, open only to invited Applicants. On a private Grant, a Collaborator who wasn't invited to the Grant can view the Application but can't edit or submit it. If your Collaborator needs to edit, ask your funder to add them to the Grant's invited list.
{% endhint %}

## Who gets emails about the Application

Emails about the Application go to the **owner only**. This includes submission confirmations, Decision Letters, requests for more information, offer reminders and new message alerts.

Collaborators receive one email and portal notification when they're added. After that they need to sign in to the Portal to see what's changed. Let your Collaborators know when something needs their attention.

## Removing a Collaborator

Open **Manage Collaborators**, deselect the person or organisation, and click **Update**. Their access ends straight away.

A Collaborator can't remove themselves from an Application. If they no longer need access, the owner needs to remove them.

### Related articles

* [Apply for a Grant](/knowledge-base/applicant-help-guides/grant-applications/apply-for-a-grant.md)
* [Information Requests](/knowledge-base/applicant-help-guides/grant-applications/information-requests.md)
* [Organisation Management](/knowledge-base/applicant-help-guides/accounts/organisation-management.md)
* [Applicant Registration](/knowledge-base/applicant-help-guides/accounts/applicant-registration.md)
* [Profile Management](/knowledge-base/applicant-help-guides/accounts/profile-management-for-applicants.md)
