How to collaborate on an application

Find out about the two primary ways to collaborate on a funding application in Tahua.

In Tahua there are two main ways to collaborate on a Funding Application:

1

Invite a user into your organisation

This is a good option if you want to give the user full and equal access to your organisation and data associated with it. See more detail here: https://help.tahua.io/organisation-management

2

Invite a user or organisation to be a direct collaborator on a funding application

This is a good option if you just want to give access to a collaborator to a particular funding application.

To do this navigate to your All Applications area and then find the application you want to add a collaborator to.

Applications list

From the dropdown on the right of the application row there is a Manage Collaborators button or if you View the Application there is also a Manage Collaborators button within that area.

Manage collaborators button

Click on that button to bring up the Manage Collaborators pop up where you can search for Applicants to add as Collaborators.

Manage collaborators popup

Select the Applicant(s) you want then click Update to confirm the selection. From this point the collaborator will receive a notification in their portal and from there be able to access the Application.

If at any point you want to remove a collaborator you can come back to this popup and remove their selection and press Update again.

Collaborators cannot add other collaborators — only the owner of the Application can manage collaborators.

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