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:
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.
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.
Click on that button to bring up the Manage Collaborators pop up where you can search for Applicants to add as Collaborators.
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.
Invite someone who doesn't have an account yet
If the person you want to collaborate with has 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 whether they are a Company or an Individual, then enter their company name (if applicable), first name, last name and email address, and click Send invite.
They'll be emailed an invitation to set a password and complete the registration form for that Funding Round. Once they finish registering, they're added to the Application as a collaborator automatically — you don't need to come back and add them.
What your collaborators can see
Adding someone as a collaborator gives them access to that one Application only — not to your other Applications or the rest of your organisation's data.
They can see and work with:
The Application itself, including completing and submitting it
The status of the Application as it progresses
Any Decision Letters issued on the Application
Any Decision Conditions attached to the Application
Application Milestones
Collaborators cannot see the Contract or anything attached to it — including Contract Milestones — and cannot see Payments. If someone needs access to these, they'll need to be invited into your organisation rather than added as a collaborator.
Was this article helpful?
Yes No
Related articles
Last updated
Was this helpful?