How to Set-Up Collaborations

Collaborations in myFolio are designed to increase collaboration while still limiting visibility. Collaborators may be granted the authority to publish any of the Note Types. They can also view an employee's Profile and Goals. However, they cannot see any Notes between the employee and their supervisors. They also cannot see the employee’s Surveys, Resources, Projects, or Teaching Assignments.

myFolio allows you to assign your direct reports or those you have been assigned as a Group Viewer the authority to collaborate with other colleagues. This authority will give your employees access to Publish any of the Note Types that you have selected. They will be able to view and comment on only those Notes that they have published. To assign Collaboration, follow the steps below:

Collaborator Set-up

1. From the Manage Collaborations page, select the employee you would like to grant collaboration authority to (the "Collaborator") from the Employee drop-down list.
2. Select the Colleague(s) from the "Contributes to" drop-down list with whom the Employee (Collaborator) will be collaborating.
3. Grant Collaborators the authority to publish any of the Note types by checking the appropriate checkbox.
4. Check the "Mutual Collaboration" checkbox to set up a two-way collaboration.
5. Click the "Create Collaboration" button when complete.