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Collaborators tab

Manage who can access a Collabs project, how to invite collaborators, set permissions, and track invite acceptance from the Collaborators tab.

Purpose

Use the Collaborators tab on a Collabs project page at /collab/{id} to control who is involved in the project and what they can do.

The tab shows current collaborators, their permissions, and the status of any pending invitations. Changes here directly affect what people can see, comment on, and upload in the other workflow tabs.

Invite collaborators

Add collaborators from the Collaborators tab by searching for existing ModelBoard users or inviting by email.

Open the Collaborators tab

  • Go to your project at a URL like /collab/{id}.
  • Select the Collaborators tab from the project navigation.

Success looks like: you see a list of existing collaborators (if any) and controls to add new ones.

Add an existing user by profile

  • Use the search box in the Collaborators tab.
  • Type the collaborator's profile display_name or username.
  • Select the correct person from the search results to add them to the invite list.

Success looks like: the selected user appears in your pending invite row with permission toggles.

Invite by email

  • In the same area, enter the collaborator's email address.
  • Confirm the email is correct, then add it to the invite list.

If the email matches an existing user, ModelBoard sends an in-app collaboration request. If it does not match any user, ModelBoard sends an external email invite that links back to the project.

Success looks like: the email appears in your pending invite row with permission toggles.

Set permissions for each invite

  • For each pending invite row, choose what the collaborator can do:
    • Keep View enabled so they can open the project.
    • Toggle Comment if they should leave feedback.
    • Toggle Upload if they should add files in Files and related tabs.
  • Review the combination of permissions for each person before sending.

Success looks like: each invite shows the correct combination of View, Comment, and Upload enabled.

Send invites and check status

  • Send the collaboration invites from the Collaborators tab.
  • ModelBoard stores or updates a proposal with status: 'pending' for each receiver.
  • The system triggers a collaboration_request notification for any in-app receivers.

Success looks like: the invite rows now show as pending, and you can see which collaborators have not accepted yet.

Permissions

Permissions on the Collaborators tab control what each collaborator can do across the project workflow.

Grant only the permissions each collaborator needs. Start with the minimum access that lets them do their work, and expand if necessary.

Permission types

  • View

    • Always enabled for collaborators so they can open the project and see its content.
    • Required for any other permission to be meaningful.

  • Comment

    • Allows collaborators to leave comments wherever comments are supported in the workflow.
    • Use this for reviewers or stakeholders who need to give feedback but do not need to upload files.

  • Upload

    • Allows collaborators to upload or add files in the Files and related tabs.
    • Use this for contributors who will provide assets, references, or other project materials.

Permission changes you make in the Collaborators tab immediately affect what those users can do in other tabs like Files, Moodboard, or Screenplay.

How acceptance works

Invites created from the Collaborators tab follow the collaboration proposal lifecycle.

Proposal statuses

  • pending
    After you send an invite, ModelBoard stores or updates a proposal with status: 'pending'.
    This means the receiver has not accepted the collaboration yet.

  • accepted
    When the receiver accepts the collaboration request, the proposal moves to accepted.
    This activates their permissions across all workflow tabs.

Other statuses like completed and archived indicate later stages of the collaboration, but they do not change how you send invites from the Collaborators tab.

What senders vs receivers see

As the project owner or sender:

  • Use the Collaborators tab to:
    • Add new collaborators by profile search or email.
    • Set or adjust View, Comment, and Upload permissions.
    • See which invites are still pending and which collaborators are active.
  • When you send invites:
    • ModelBoard creates or updates proposals with status: 'pending'.
    • In-app receivers get a collaboration_request notification.
  • When receivers accept:
    • Status moves to accepted.
    • Their permissions become active across other project tabs.

Best practices

Use the Collaborators tab to keep projects organized and secure while enabling smooth teamwork.

  • Map permissions to roles

    • Give View + Comment to directors, clients, or reviewers who only need to see work and give feedback.
    • Add Upload for collaborators who must share references, casting materials, or deliverables.

  • Review permissions as the project evolves

    • When collaboration shifts (for example, from planning to production), revisit the Collaborators tab.
    • Adjust Comment or Upload as responsibilities change.

  • Watch pending invites before key milestones

    • Check for pending status before reviews, shoots, or deadlines.
    • Follow up with collaborators who have not accepted so they do not get blocked.

Troubleshooting

Use these checks when collaboration invites from the Collaborators tab do not behave as expected.

  • Confirm you sent the invite from the correct project and Collaborators tab.
  • Ask the receiver to check for a collaboration_request notification in ModelBoard if they already use the platform.
  • Resend communication outside ModelBoard (chat, email) asking them to accept the request.
  • If the collaborator missed the original email invite, send a new invite to the same address from the Collaborators tab.
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Last updated 3 weeks ago

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