Skip to main content

Add Collaborators to a CDM Stage in a Project

In CDM (Collaborative Document Management), adding collaborators to a CDM stage allows project managers to assign specific team members to work on particular stages of a project. Collaborators can be given tailored roles and permissions, ensuring that the right people have access to the right stages for efficient content creation, review, and management.

When to Add Collaborators to a CDM Stage​

You should add collaborators to a CDM stage when you need to:

  • Assign specific team members to manage, edit, or review content at a particular stage of a project.
  • Limit access to sensitive stages by granting permissions only to relevant users.
  • Scale project collaboration by inviting internal or external contributors to participate in specific parts of a document workflow.
  • Maintain better control over who can modify, view, or approve content during different project phases.

To Add Collaborators to a CDM Stage​

  1. Open the Project where the CDM stage is located.
  2. Click the Members tab in the project’s home.
Note

If Global and Stage Based Members management is enabled, you will see and assign members to specific stages.

add collaborators
  1. Add Project Member associated with the CDM stage you want to assign collaborators to by typing the team member’s name into the field. If the member has not previously been invited to the organization, you can type their email address to invite them directly. Press enter in your keyboard to add them to the list. You can invite multiple users at once.
  2. Toggle Assign to Individual Stages on to add the user(s) to specific stages.
  3. Select the Specific Stage that should be assigned to the user(s).
  4. Add a Role for this user (e.g., Contributor, Editor, Viewer)
  5. (Optional) Input an Invitation Message to provide context or instructions to the team member(s).
  6. Click Send Invitation to complete the process.
Note

Collaborators added at the CDM stage level will only have access to the specific stages they are assigned to, based on their role permissions.

asign member to stage

See Also​

To complement your knowledge of this process, check the following pages: