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How to add a collaborator
How to add a collaborator

You can have unlimited Collaborators with your subscription, and customized permissions within to ensure access only to the docs they need.

Judith avatar
Written by Judith
Updated this week

Step 1: Navigate to your dashboard.

Step 2: Proceed to the 'Manage Organization' section.

Step 3: Select the 'Collaborators' option.

Step 4: Click on '+ Collaborators'.

Step 5: Enter the collaborator's details in AirMason. These include their first name, last name, and email address. There are also optional fields for location and team.

Step 6: After entering all the necessary information, click 'Save and Continue'.

Step 7: Choose the appropriate permissions for the collaborator. Options include custom preset, account admin, handbook content manager, handbook content editor, IT manager, or custom. For this example, we're selecting 'Account Admin'.

Step 8: Review the permissions summary on the right-hand side.

Step 9: You have the option to select the folders you want the collaborator to access.

Step 10: If necessary, you can adjust the preset permissions by changing from All, to Limited or None.

Step 11: Once you've set the desired permissions, click 'Add Collaborator'.

Step 12: A confirmation pop-up will appear, indicating that the collaborator has been successfully added. Click 'Got it'.

Step 13: Your new collaborator will receive a confirmation email shortly, which includes a link to complete their account setup.

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