Manage Contributors

The Manage Contributors feature on the Chisquares platform enables project owners and authorized collaborators to regulate team access, assign roles, and monitor contributions across a research project. This powerful tool ensures streamlined teamwork by offering a clear overview of who is involved, their responsibilities, and their activity status. This manual provides detailed guidance on using the feature effectively.

Accessing the Manage Contributors Panel

Method 1: Through the Settings Dropdown

1. Open the desired survey/project.
2. Navigate to the Settings dropdown menu.
3. Click on Manage Contributors.

Method 2: Through the User Icon

1. Locate the User/People Icon on the right-hand border of the screen.
2. Click the icon to open the Contributor Tab Panel.

Contributor Tab Panel Overview

Upon accessing the panel, you will see a tabular display showing all current contributors. The table includes:

• S/N
• Name
• Email
• Roles
• Status
• Actions

Summary Information

• The Total Contributors count is displayed at a glance.
  • Example: Total Contributors: 1

Available Actions

1. Search Contributors

Use the search bar to locate contributors by name or email.

2. Filter Contributors

You can filter contributors by:

Status:

• Pending
• Accepted
• Rejected

Role:

• Project Owner
• Co-Lead
• Co-Author
• Senior Author
• Research Mentor
• Project Supervisor
• Admin Assistant
• Proof-Reader
• Peer Reviewer

3. Download Contributor List

Click the Download button to export a .CSV file of contributors. This file contains detailed information for administrative and documentation purposes.

4. Add Collaborator(s)

The Add Collaborator(s) button is available in the Contributor Tab Panel. This feature allows you to invite new contributors to your project by entering their email address and assigning them an appropriate role (System defined or User defined).

Steps to Add a Collaborator:

1. Click the Add Collaborator(s) button.
2. Enter the collaborator’s email address.
3. Select a role from the dropdown menu.
4. Click the Send Invite button.

The invitation will be delivered to the invited collaborator via email and as a notification on their Chisquares account.

The invited collaborator has the option to either Accept or Reject the invitation.

Role Management Panel

System-defined Roles

The platform provides predefined roles with built-in permissions. Each role includes a description and view permissions functionality:

• Admin Assistant (SYSTEM)
• Co-Author (SYSTEM)
• Co-Lead (SYSTEM)
• Owner (SYSTEM)
• Peer Reviewer (SYSTEM)
• Research Mentor (SYSTEM)
• Senior Author (SYSTEM)
• Supervisor (SYSTEM)

Custom Roles

The platform allows users to define custom roles and assign user-defined permissions tailored to the specific needs of a project. This ensures flexible and controlled access management for different team members.

Permission Assignment Made Easy

While assigning permissions to a custom role, a search bar is provided to streamline the process. Users can quickly search for specific permissions by name, eliminating the need to manually scroll through the extensive list.

Examples of Available Permissions

Permissions available for assignment include, but are not limited to:

• Can Delete Project
• Can Delete Question
• Can Delete Resource Note
• Can Delete Task
• Can Delete Workspace
• Can Download File
• Can Download Report
• Can Edit Main Settings
• Can Edit Project
• Can Edit Question
• Can Edit Response Dataset
• Can Export
• Can Import External File
• Can Invite Collaborator
• Can Launch Project
• Can Launch Survey
• Can Link Resource

Conclusion

The Manage Contributors feature ensures effective project collaboration by providing intuitive tools for managing team roles, permissions, and statuses. It supports transparency, accountability, and structured teamwork throughout the research lifecycle.