Setting up your project & protocol

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

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.