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A collaborator:
In contrary, only a Principal Addressee can:
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Sharing an RFI with collaborators happens outside the eRFI platform and remains the responsibility of the Principal Addressee, particularly regarding confidentiality and collaboration with third parties. |
As Principal Addressee, to add Collaborators a collaborator click on the
link in the header of Step 3: Questionnaire. Status subtle true colour Blue title Collaborators
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In the dialogue box that will appear, enter the email address of your colleague in the first available slot field on the right and click on on
. Status colour Blue title GenerateInvite
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The Generate button will now chance to Copy. Click on
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An invitation email to the collaborator is automatically sent.
You can always cancel the invitation by clicking on the bin icon. You can now paste (Ctrl+V) the url to an application of your choice in order to send it to your colleague. This can be an email client like Gmail or Outlook, an instant messaging service or even a social media platform.
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Before accessing eRFI, your colleague will be asked to create an EU Login account. It is important to register the EU Login account with the email address that you used in the above steps. If your colleague tries to log in using e.g. his personal email address, his access to the RFI will be denied, even if the EU Login email and password were correct. Please see Accessing eRFI with EU Login for more information. |
Once your colleague logins successfully, the number of collaborators in the header of Step 3: Questionnaire will will increase and you will receive a notification in the top right corner of your screen.
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To remove a collaborator, click on the
link in the header of Step 3: Questionnaire. In the dialogue box that will appear, you will see all collaborators that can access the RFI. Click on the trashcan icon next to the collaborator that you wish to remove. Status subtle true colour Blue title Collaborators
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If you proceed, the link of this collaborator will be disabled and his/her access will be revoked immediately even if they are online working in the RFI.