Add Notebook participants

To add Notebook participants, you must be manager of this Notebook.

• Click here if the desired participant is already a member of your hub
• Click here if the participant does not yet have access to your hub and the INNO-VERSE

Steps to add existing hub participants

• Navigate to your tools and search/filter the Notebook you want to add participants to
• Click on the three-dot menu of the Notebook and select Settings
• Alternatively, you can open the Notebook, click Options in the upper right corner and select Settings
• Go to the Participants tab and click on Add participant
• Now you can select one or more participants from the list by checking the box to the left of the profile picture
• You can also enter the name of the desired participant in the search field
• To add all hub participants, you can check the box at the top left of the search field and then click Select all the items across all pages in the banner that appears
• To select a participant from a specific workspace:
  • Click on Workspace (0)
  • Select the workspace(s)
  • Select the workspace(s) you want to filter
  • Select the corresponding participant by checking the box next to the profile picture
• Before you add the participant(s), you can change the role by clicking on the small arrow to the right of the existing role
  • To assign the same role to all new participants, you can click on the displayed role in the gray bar “You have selected x element(s)” and select one of the roles

Note: The following roles and rights can be assigned in a Notebook:

Manager: Can access settings, manage participants, add and manage notebook sources, interact with the chat and save messages as notes

Guest: Can interact with sources and chat, but cannot save chat messages as notes or add/edit sources

• Click on Add participant to complete the process

Note: The participants are now in the Notebook and will receive a notification in the dashboard. If you also want to notify the participants by email, you can choose Bulk Actions > Send invitations, select the participants by checking the box next to their profile picture, and click Apply. Optionally add a personal message and click Send invitations.

Steps to add new participants to the Notebook and the hub

Note: Participants are generally added to a hub through the hub administration (by the hub administrator). Their roles and rights for workspaces, etc. can be set there. However, you also have the option of adding a new participant in the participant administration of a tool. This participant is automatically assigned the role "Guest" for your hub and has no access to anything except the tool to which you add them. 

• Navigate to your tools and search/filter the Notebook you want to add participants to
• Click on the three-dot menu of the Notebook and select Settings
• Alternatively, you can also open the Notebook and click on the three-dot menu in the upper right area of the title screen (next to the "New task +" button) and select Settings
• Go to the Participants tab and click on Add participant
• Select + Create new user at the bottom
• Fill in the First name, Last name and Email fields
• Click on Create new user
• To give the new participant access to the INNO-VERSE, you must send them an invitation link
  • To do this, select the participant by clicking on the box to the left of the profile picture
  • Click on BULK ACTIONS > Send invitations and then on Apply
  • Optionally add a personal message and then click on Send invitations