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How to invite participants to your project
NOTE: When considering inviting participants to your projects, it is important to remember that you can only collaborate with other JBI SUMARI users who have an active JBI SUMARI subscription. Please ensure they have an active subscription BEFORE inviting to collaborate on your project. Kindly refer to "How do I subscribe to JBI SUMARI" in the Basics of JBI SUMARI page.
To invite participants to your project
Select [Overview] from the top menu bar
Select [Participants]
Add the name and email address of the other members of your team and select [Invite]. A message should appear at the top of the screen notifying you that the person was successfully invited.
Once invited, the project owner can assign them a role. Invitees can be privileged authors, authors or reviewers.
Please note, that every invited member to a JBI SUMARI project MUST have their own, paid access to JBI SUMARI. If you have invited participants who do not have their own JBI SUMARI account, they will not be eligible to join your project.
For a full description of permissions and access associated with each JBI SUMARI user role, please view the Permissions table on the Basics of JBI SUMARI page.
Inviting participants to a project
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The project owner can only collaborate with other JBI SUMARI users who have an active JBI SUMARI subscription. Please ensure they have an active subscription BEFORE inviting to collaborate on your project. Kindly refer to "How do I subscribe to JBI SUMARI" in the Basics of JBI SUMARI page. The level of access the invitee can be assigned is up to the discretion of the project owner. Please note, that each, individual user will need their own access to JBI SUMARI and access cannot be shared between users. |
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If you have been invited to a project and cannot accept your invitation it may be because your invitation link may have expired. Invitation links only remain ‘open’ for a short period of time. If you are experiencing this issue, the project owner may cancel your current (inactive) invitation and re-invite you using the same email address. For users accessing JBI SUMARI via their institution/Ovid, please note that every time you want to accept an invitation or work within your JBI SUMARI account you will first need to login via your Institution library and Ovid account. Please refer to this Ovid user guide "How To Accept SUMARI Review Participation Invitation Via An Ovid Account". |
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Users are able to access and manage their project invitations in JBI SUMARI.
Please note: as indicated above, if a user decides to accept or decline an invitation that has expired a message will appear explaining the link has expired and to contact the project owner. |
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Please note: only the new project owner will be able to revert this decision or remove the previous project owner as a participant to the project. |
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| Project Owner | Privileged Author | Author | Reviewer | Project | ||
Can invite participants | |||||||
Can edit roles allocated to participants | |||||||
Can edit project owner | Protocol | ||||||
Can view the protocol builder | |||||||
Can edit the protocol section headings and text | Study Selection | ||||||
Can create and import studies for screening | |||||||
Can change the number of times each record needs to be screened | |||||||
Can decide who can manage conflicts | | | | | |||
Can view the studies | |||||||
Can perform study screening | |||||||
Can resolve screening conflicts | | Appraisal | |||||
Can conduct a preliminary critical appraisal | |||||||
Can conduct final (third) critical appraisal | |||||||
Can view/edit own final critical appraisal results | Data Extraction | ||||||
Can conduct data extraction | |||||||
Can view final data extraction results | |||||||
an edit own final data extraction results | |||||||
Can edit any final data extraction results | Synthesis | ||||||
Can perform qualitative synthesis | |||||||
Can perform meta-analysis |
Project Owner
Privileged Author
Author
Reviewer
Project
Can invite participants
Can edit roles allocated to participants
Can edit project owner
Protocol
Can view the protocol builder
Can edit the protocol section headings and text
Study Selection
Can create and import studies for screening
Can change the number of times each record needs to be screened
Can decide who can manage conflicts
Can view the studies
Can perform study screening
Can resolve screening conflicts
Appraisal
Can conduct a preliminary critical appraisal
Can conduct final (third) critical appraisal
Can view/edit own final critical appraisal results
Data Extraction
Can conduct data extraction
Can view final data extraction results
an edit own final data extraction results
Can edit any final data extraction results
Synthesis
Can perform qualitative synthesis
Can perform meta-analysis
![](https://jbi-global.atlassian.net/wiki/download/thumbnails/3345195/Permissions.png?version=1&modificationDate=1675834018846&cacheVersion=1&api=v2&width=680)
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