Adding Colleagues

Summary

By default, all those within your organisation that have an account will be added as colleagues. However, you can also add Sums.org users from other organisations if you wish, allowing you to share data securely with corporate partners.

Adding a user to your colleagues does not automatically grant them access to any of your data, it simply makes them available for subsequent data sharing. For more information about sharing and delegating data, please see the dedicated guide.

Adding Colleagues

Colleagues can be added by selecting "Setup", clicking on "My Colleagues" and then clicking "Add".

When creating a new colleague, you must provide their User ID and provide a name - the latter is how they will appear on your account and is only visible to you.

Finding your User ID

As above, to add a user to your colleagues you will require their User ID. Users can find their User ID by clicking on their username in the top right of the screen.

Editing Colleagues

You can view all your existing colleagues by selecting "Setup", clicking on "My Colleagues". For each record you will see an "Edit" icon. Clicking on the icon will display the record editor.

Deleting Colleagues

You can view all your colleagues by selecting "Setup", clicking on "Colleagues". For each record you will see a "Delete" icon. Clicking on the icon will prompt you to confirm deletion.