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Collaborate with team members and invite guest notetakers
Collaborate with team members and invite guest notetakers

How to collaborate with team members and invite guest notetakers to your Reframer study

Updated over a week ago

Collaborating with team members

It's easy to collaborate on your study with any team member who's already got a licence on your team plan.

Your team members have the same access to the study as you do, and will be able to view and edit the study, take notes in sessions, tag, and analyze data with you.

On the affinity map, your team members can analyze data with you in real-time. You will be able to see who's currently viewing the affinity map from the navigation panel. You will also see that they are moving an observation or group.

To invite them to your study, simply send them a link to the study.

Invite guest notetakers to take notes

Guest notetakers are a type of study member that can be invited to take notes and create in your Reframer studies -- they do not take a license from your team. They only have access to the study that you invited them to, and they can only take notes and add or create tags in sessions but won't able to see the notes taken by others, or analyze data for your study.

This feature is a great way to involve your wider team or stakeholders in your user research activities.

Allowing guest notetakers to tag observations

You can enable your guest notetakers to tag the observations they've recorded. If you're a study admin, you can tick the 'Allow guest notetakers to tag observations' option at the top of the Study members page.

Example screenshot of the 'Allow guest notetakers to tag observations' checkbox

Once you've enabled this, guest notetakers can tag their observations in the Sessions or Capture tabs by selecting an observation and clicking the 'Add tag' + icon.

Guest notetakers can only tag or create tags for observations that they've recorded themselves.

Example of 'Add tag' plus icon to add a tag for guest notetakers

View members who've contributed notes to your study

You can see all the members who have taken notes for the study from the Study members tab. It gives you information about their role (study member, or guest notetaker), access (edit study, or take notes only) and status (invited, removed, contributed).

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