Support Articles

How to Request a Collaboration

Written by Folio Support | Jul 9, 2026 6:18:30 PM

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.

When enabled, individual users can request Collaborators from the School Directory. When requested, the invited user is able to write all Note Types and view the Profile and Goals for the user who sent the request. In order for the Collaboration to be mutual, both parties must send the invitation from the School Directory.

How to Request a Collaboration

  1. Click "School Directory" in the top menu.
  2. Scroll for or search the name of the user you would like to request as your Collaborator.
  3. Under the user's name click "Manage Invitations" then click "Invite to Collaborate."