If you’d like to add new or existing collaborators to your project, Studio makes it simple. With the Project team feature, you can invite collaborators to your project, assign them to specific roles, and ensure they have the right access to the project. Once your collaborators accept your invite, make sure to send a collaboration agreement located right in Studio to make it official.

Here’s how to quickly add collaborators and assign them to the roles you’ve already filled.

Step 1: Add a New Project in Studio

Start by creating your project:

• Click Add New Project in Studio.

Step 2: Go to the Project Team Tab

After you add project details, click over to Project Team tab to manage your collaborators.

Step 3: Add a Collaborator

• Click Add Collaborator to begin inviting your team members and start off by adding the role that is filled.

Step 4: Invite Collaborator

• Select Invite Collaborator

• Scroll and choose a collaborator that you are already connected with

• Enter the collaborator’s full name and the exact email address they use for their account.

• If they’re new to the platform, enter the email and the name they’d like to use for their account.

• Invited users will receive an email notification to get started

  
  

Step 5: Move Collaborators from Shortlist to Team

After collaborators accept your invitation, they’ll appear in the Shortlist section of your Team tab. To officially move them onto your project team, you’ll need to complete a collaboration agreement.

Here’s how:

1. Go to Shortlist under the Team tab.

2. Click Send Agreement.

3. Choose one of the following options:

   • Upload your own agreement: Upload the document and add your initials, which will serve as your signature.

   • Customize an industry-standard agreement: Select from templates available for the United States or United Kingdom. Be sure to customize and answer the required questions. We recommend reviewing these details with your collaborators to ensure accuracy.

Once your collaboration agreement is finalized, your collaborator will move from Shortlist to Team.

Users on the team will have project view access, which gives them access to Project Details, Team, and Tasks tabs.

Please note: When issuing Callo in-app agreements, we generally advise that you consult with your counsel on specifics of your agreement. Callo provides access to self-service tools, however Callo is not a law firm and does not provide legal advice. Use of our products and services is governed by our Terms of Use and Privacy Policy.