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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 over a week ago

1. Open your AirMason Admin dashboard and click "Manage organization"

Click on Manage Organization

2. Click over to the "Collaborators" tab

Click on Collaborators

3. Click on + Collaborator(s)

4. Fill out the collaborator information, then hit "Continue"

5. Use the checkboxes to customize the collaborator's permissions...

...or select a pre-made collaborator type from the dropdown options, then hit "Continue"

6. Now choose which folders the Collaborator should have access to, then select the actions they're able to take within those folders and hit "Continue"

7. Use the checkboxes to choose which documents within those folders the collaborator has access to edit/manage, then customize their permissions within by clicking "Select rights"

8. Once you're happy with your permissions, hit "Add Collaborator". They will automatically receive an email from to activate their AirMason Admin account! πŸŽ‰

For more support, reach out to the Customer Success team on or via the live chat bubble, bottom right.

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