Sharing a request with colleagues allows you to collaboratively draft a proposal. You can only share a request via the platform to grant access to your colleagues - simply forwarding an email notification or the request URL to them will always not work.
At the top of the request, click on the Share button.
In the Share pop-up, either:
- Manually type out or paste the email address;
- Select from the list of colleagues who already have a PERSUIT account.
You can include a message to colleagues before clicking on Share.
You'll also be able to view how many and which colleagues have access to it in the Colleagues with Access tab.
What will someone see if they do not have access to a request?
If you follow a PERSUIT link but land on this page with the message "You don't have access to this request", it means that someone has sent the link to you, without also sharing the request to grant you the requisite access permissions. Please ask the sender to share it with you directly, following the instructions above.
Please remember, granting access must be done within the platform by colleagues who already have access, following the steps above. Contact support@persuit.com with any issues.
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