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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 the invitee has accepted the invitation to join the project you are then able to 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.

Please click here for a full description of permissions and access associated with each JBI SUMARI user role.

Inviting participants to a project


 Who can invite participants to the project?

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. If you have been invited by the project owner as a privileged author you will also be able to invite other participants to the project.

Please note, that each, individual user will need their own access to JBI SUMARI and access cannot be shared between users.

 Why can’t I accept an invitation to participate in a project?

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".

 How can I manage my project invitations?

Users are able to access and manage their project invitations in JBI SUMARI.

  • To do this select [Project invitations] from the [User Menu]

  • Here a user can see all the projects they have been invited to. The details provided for each project includes the project name and the project owner. The user can choose to accept or decline a pending project invitation

  • To accept an invitation, select [Accept]. Once accepted the project is moved to the ‘Accepted’ section and the user can click on the project title to enter the project. Alternatively, if the user does not want to accept the invitation, the [Decline] button is selected. A pop-up message confirming the user’s decision to decline the project appears and once confirmed it is moved to the Declined section and the project  cannot be accessed

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.

 What are the permissions for participants on my project?

Project Owner

Privileged Author

Author

Reviewer

Project

Can invite participants

(tick)

(minus)

(minus)

(minus)

Can edit roles allocated to participants

(tick)

(minus)

(minus)

(minus)

Can edit project owner

(tick)

(minus)

(minus)

(minus)

Protocol

Can view the protocol builder

(tick)

(tick)

(tick)

(tick)

Can edit the protocol section headings and text

(tick)

(tick)

(minus)

(minus)

Study Selection

Can create and import studies for screening

(tick)

(tick)

(minus)

(minus)

Can change the minimum number of people required for screening

(tick)

(tick)

(minus)

(minus)

Can view the studies

(tick)

(tick)

(tick)

(tick)

Can perform study screening

(tick)

(tick)

(tick)

(tick)

Can resolve screening conflicts

(tick)

(tick)

(tick)

(minus)

Appraisal

Can conduct a preliminary critical appraisal

(tick)

(tick)

(tick)

(tick)

Can conduct final (third) critical appraisal

(tick)

(tick)

(tick)

(minus)

Can view/edit own final critical appraisal results

(tick)

(tick)

(minus)

(minus)

Data Extraction

Can conduct data extraction

(tick)

(tick)

(tick)

(tick)

Can view final data extraction results

(tick)

(tick)

(tick)

(tick)

an edit own final data extraction results

(tick)

(tick)

(tick)

(tick)

Can edit any final data extraction results

(tick)

(minus)

(minus)

(minus)

Synthesis

Can perform qualitative synthesis

(tick)

(tick)

(tick)

(minus)

Can perform meta-analysis

(tick)

(tick)

(tick)

(minus)


Any questions? Please visit the JBI Help Desk for SUMARI support

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