Collaborators

Learn how to add, edit, and remove collaborators on a community event in PEARS.

The Collaborators section allows the creator of a community event to grant other PEARS users access to view or edit the record. Collaborators can also be designated as contributors to the event.

TIP: Only staff members that have active PEARS accounts can be added as collaborators. The creator of the record is automatically listed as a collaborator with View & Edit access and Contributor status.

Navigate to Collaborators

After saving a new community event, PEARS automatically takes you to the Collaborators page. You can also access it by opening an existing event and clicking the Collaborators tab in the progress panel.

Add a Collaborator

1

Click Add Collaborator

On the Collaborators page, click the Add Collaborator button. A dialog box appears.

2

Select a User

In the User field, search for and select the PEARS user you want to add as a collaborator.

3

Set Access Level

In the Access field, choose the level of access for the collaborator:

• View & Edit -- The collaborator can view and make changes to the event.

• View Only -- The collaborator can view the event but cannot make changes.

4

Mark as Contributor (optional)

Check the Contributor checkbox if this collaborator directly contributed to the planning or delivery of the event.

TIP: Marking a collaborator as a contributor allows you to track who was involved in organizing the event. Contributors are displayed on the event detail page and may be included in reports.

5

Save the Collaborator

Click Save to add the collaborator. The collaborator now appears in the list on the Collaborators page.

Screenshot: The Add Collaborator dialog for a community event showing the User search field, Access dropdown with View & Edit and View Only options, and the Contributor checkbox

Edit a Collaborator

To edit an existing collaborator, click the Edit button next to their name. Update the access level or contributor status, then click Save.

Delete a Collaborator

To remove a collaborator, click the Delete button next to their name and confirm the removal.

Screenshot: The Collaborators page for a community event showing the list of collaborators with their names, access levels, contributor status, and Edit/Delete buttons

CAUTION: Removing a collaborator immediately revokes their access to the event. This action cannot be undone -- you will need to re-add them if you want to restore their access.

Continue to the Next Step

After adding collaborators, click the Save and Continue button to proceed to the next section of the workflow. If the event has multiple sessions, the next step is Event Sessions. Otherwise, you will proceed to Registration Types.