View/ Add Collaborators in the SOP

Learning Outcome

After completing this unit, you will be able to: 

1. View Collaborators of a SOP
2. View the Status of each Collaborator
3. Add Collaborators to a SOP

Adding Collaborators to your SOPs enables better engagement, cross-departmental communication, more efficient workspaces and accountability at all levels of the organisation.

1. Open the traCXio website, and log in using your credentials.
   
   
2. Select SOPs from the top horizontal navigation menu.
   
   
3. On the top right-hand corner, Click on the Settings icon. (Refer to Image 107)
   
   
4. From the drop-down menu, Select Collaborators. (Refer to Image 108)
   
   
5. A new window will appear. You are now able to see all the Collaborators from this SOP.
   
   
6. Type in the name of the team member you wish to grant access to. (Refer to Image 109)
   
   
7. Select their name from the drop-down list. (Refer to Image 110) 
   Note: Only Administrators, Department Leads, CX Champions and CXOs can have access to SOPs.
   
   
8. Choose which level of access you wish to give your Collaborator. Click on the downward-facing arrow and Select ONE of the following: (Refer to Image 111)
   
   
   • • Viewer: Users are only able to view SOP.
     • Editor: Users can Edit SOP content, Version management, Create, Edit and Delete Actions and Add Collaborators
     • Admin: Users can Edit SOP content, Version management, Create, Edit, Delete Actions and Add Collaborators.
       Note: Only SOP Admin and SOP Owner Accounts can change the level of access for other accounts.
       
       
9. To finalise your changes, Select Save at the bottom right of the window. (Refer to Image 112)
   
   
10. Your action is successful when the Status Bar is green and read SOP Collaborators Added Successfully.