Collaboration

Documentation Index

Fetch the complete documentation index at: https://help.harmonica.chat/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

Harmonica supports multi-user collaboration so you can share sessions and projects with team members. This guide covers roles, permissions, and how to share access.

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Roles

Harmonica uses role-based permissions for shared resources: The Owner is the person who created the session or project. Ownership cannot be transferred.

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Sharing a session

To share a session with a collaborator:

1. Open the session settings
2. Go to sharing or access settings
3. Invite a user by email or username
4. Assign a role (admin, editor, or viewer)

Collaborators will be able to access the session according to their assigned role.

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Sharing a project

Projects can be shared with your team:

1. Open the project settings
2. Go to member management
3. Invite users by email or username
4. Set their permission level

When you share a project, collaborators get access to all sessions within that project according to their role.

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Invitation landing page

When you invite someone to a session or project, they receive an email with a link. That link leads to an invitation landing page — a preview that shows the session or project name, a short description, and the role they are being invited into. From the landing page, the invitee can:

• Accept — they are added to the session or project at the role you assigned and can immediately access it
• Decline — the invitation is dismissed with no action taken

If the invitee already has a Harmonica account, accepting automatically links the invitation to their account. If they do not, they will be prompted to create one first. Hosts also receive an in-app notification when an invitation lands in an existing account’s notification center. See Notifications.

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Follow-up invites for future sessions

When you add someone to a session in a project, they are also recorded as a project-level member. This means they will automatically receive follow-up invitations when new sessions are created in the same project. This is useful for recurring research groups, panels, or team-based facilitation where the same participants return across multiple sessions. You do not need to re-invite the same people manually each time. To remove someone from a project — and stop them receiving follow-up invites for future sessions — go to the project settings, find them in the members list, and remove their access.

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Managing access

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Changing roles

You can change a collaborator’s role at any time from the session or project settings. Only owners and admins can modify roles.

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Removing access

To remove a collaborator:

1. Go to the session or project settings
2. Find the user in the members list
3. Remove their access

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Best practices

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Related guides