Add a collaborator to a collection

Collaborative Collections are a great way for FP insight users to share ideas with each other and with the broader FP insight community.

Do you have a shared interest with a peer or colleague and want to curate a collection together? If they’re not already on FP insight, ask them to create an account. Then follow these easy steps to start curating a collection together:

  • Log into your FP insight account, if you aren’t already logged in.
  • Click on your profile icon in the top right. 
  • Go to the block in your profile called “My Collections.” You can either invite someone to collaborate on one of your existing collections or create a new collection to collaborate on. 
    • If you want to invite someone to one of your existing collections, click on the title of that collection. Then click on the pencil icon to edit the collection.
      Screen Shot 2021-06-02 at 3.15.56 PM
    • On the Add/Edit Collection form, in the “Collaborators” field, type the name of the FP insight user you’d like to collaborate with (first and/or family name) and click on Search. Then click on Add User to add that person to the collection. There is no limit to the number of people you can add.
      Screen Shot 2021-06-02 at 3.19.28 PM
    • If you want to start a new collection, from the “My Collections” block in your profile, click on the yellow Add a Collection button. Then follow the same instructions for the Add/Edit Collection form in the bullet above. 

You’ll know a collaborator has been added successfully if you see their profile icon appear below yours on the Collection page. Your collaborators will receive an email letting them know they’ve been invited with a link to the collection. They’ll be able to access the collection from their profile too.