Collaboration Cloud

Add all users to Collaboration Cloud

Everyone who will use Collaboration Cloud must be assigned a seat by the person who purchased the subscription (or someone given administrator rights by the purchaser), in the myNVivo portal. These users are then assigned Collaboration Cloud roles from the Collaboration Cloud interface.

To assign seats and invite users to Collaboration Cloud:

1. Log into the myNVivo portal with the account used to purchase Collaboration Cloud.
2. Open My Purchases from the top right menu.
   
3. Find the Collaboration Cloud subscription and select Manage licenses from the three-dot menu.
   
4. Click Assign User +.
5. To add end users, enter email addresses and, optionally, first and last names:
   • Use the Single tab to add one user at a time.
   • Use the Multiple tab to add users in a batch file:
     1. Download Users upload template.csv to your computer.
     2. Open the file (in Excel, Notepad, or other suitable app).
        
        
     3. Add end-user email addresses to the first column (delete the samples in the file). First and last names are optional.
     4. Save the file and then drag it onto the dialog box (or locate the file in a file management window).

     All invited users are listed on the page after you close the dialog box. You can also view the number of seats allocated and remaining.

6. When you submit the email addresses the Collaboration Cloud license is linked to personal myNVivo profiles for each end user.
7. End users receive an email to inform them that they have been given access to the product, with links to further instructions.
   • If the end user doesn’t already have a myNVivo profile, they also receive a ‘myNivo signup’ email.
8. End users can now log into and use Collaboration Cloud with their personal myNVivo profiles.

The purchaser can unassign a seat and redeploy it to another person at any time. Click Unassign beside the person you want to remove from the license. The seat becomes available to assign to someone else.

Assign Administrators and Workspace owners

You will automatically be assigned the Administratorrole when you purchase Collaboration Cloud. Administrators can assign Administrator and Workspace owner roles to users that are a part of their account. At least one user needs to be assigned as a Workspace owner to be able to create new collaboration workspaces.

1. Open Collaboration Cloud from the Modules tab on the ribbon or by clicking Collaboration Cloud from the Welcome screen.
2. On the Users screen, select a user and the desired role.
3. Click Assign role.

Upload a collaboration master project

Workspace owners can upload an NVivo project to Collaboration Cloud as a 'master' project. Uploading a master project creates a new collaboration workspace.

To upload a project:

1. Open Collaboration Cloud from the Modules tab on the ribbon or by clicking Collaboration Cloud from the Welcome screen.
2. On the Workspaces screen, click Upload.
3. Select the project file and click Open.

Invite Collaborators and Workspace managers

Workspace owners automatically have Workspace manager permissions in the workspaces they create. Invite other users on your account as Workspace managers or Collaborators by:

1. On the Workspaces screen select a workspace to open it
2. On the Add tab, select a user and the desired role.
3. Optionally,
4. Click Assign role.

View and merge Collaborators' changes

Workspace managers can download and merge Collaborators copies of a project into the master project file once a Collaborator has marked a version as ready to merge.

To download a Collaborator's project:

1. On the Workspaces screen select a workspace to open it.
2. In the Actions column, select the download icon for the Collaborator whose changes you want to view and merge.
   

To download the master project file:

1. On the Workspaces screen select a workspace to open it.
2. On the Versions tab, show the version history for the master project file.
3. Click the download icon next to the latest version.
   

To merge the Collaborator's changes into the master project file:

1. Open the master project file in NVivo
2. click Project.
3. Locate and select the Collaborator's project you want to import.
4. Choose how you want to handle duplicate project items.
5. Click Import.

   The import may take a few minutes. When the import has finished, the Import Project Report is displayed.

To upload the merged changes:

1. Ensure the project is closed.
2. Open Collaboration Cloud by clicking Collaboration Cloud from the Welcome screen.
3. Click on the workspace name to open it.
4. On the Upload tab click Browse to select the project file.
5. For Upload type, select the Collaborator whose changes you are merging.
6. Enter a summary, and optionally enter detailed notes.
7. Click Upload.

After uploading the merged changes, the Collaborator's status will change to Merged. To allow the Collaborator to upload further versions, change their status to In Progress in the users list.

Upload a new version, and mark changes as ready to merge

Once you have made some changes to a project in NVivo you can upload your changes to Collaboration Cloud as a new version.

1. Ensure the project is closed.
2. Open Collaboration Cloud by clicking Collaboration Cloud from the Welcome screen.
3. Click on the workspace name to open it.
4. On the Upload tab click Browse to select the project file.
5. Enter a summary, and optionally enter detailed notes.
6. Click Upload.

If you are ready for your changes to be merged, you can select the ready to merge checkbox next to your name in the users list.