CMA Collaboration

Work together on CMAs in real-time with your team members. Multiple people can edit the same CMA simultaneously, making it easier for partnerships, teams, and agents working with PAs to create professional appraisals together.

How to add collaborators to your CMA

You can add collaborators from two locations in Relab:

While you're working on your CMA, from CMA Studio

  1. Open your CMA in CMA Studio
  2. Click the person icon in the top right corner
  3. In the Collaborate on CMA popup, choose team members from the Select team member dropdown
  4. Click + ADD
  5. Click CLOSE when finished

From CMA Centre

  1. Find your CMA in the CMA Centre
  2. Click the three-dot menu on the CMA card
  3. Select Collaborate
  4. Choose team members from the Select team member dropdown
  5. Click + ADD
  6. Click CLOSE when finished


How real-time collaboration works

Multiple team members can work on the same CMA simultaneously. Changes made by collaborators appear in real-time, allowing seamless teamwork without version conflicts or file sharing.

[PLACEHOLDER: Visual indicators showing when someone else is editing - details pending]

Collaborators have full access to edit, download, and share the CMA.

Filtering collaborative CMAs

In the CMA Centre, you can filter CMAs to view:

  • My CMAs - CMAs you created
  • Shared with me - CMAs where you've been added as a collaborator

Viewing collaborators

The number of collaborators appears on CMA cards in the CMA Centre. You'll see "1 Collaborator" or "2 Collaborators" (depending on the number) displayed with a people icon on each collaborative CMA card.


Removing collaborators

Remove individual collaborators

  1. Open the Collaborate on CMA popup (click the person icon in CMA Studio or select Collaborate from the three-dot menu in CMA Centre)
  2. Find the collaborator you want to remove in the Collaborators list
  3. Click the trash bin icon next to their name

Remove all collaborators at once

  1. Open the Collaborate on CMA popup
  2. Click WITHDRAW ALL in the top right of the Collaborators section
  3. In the confirmation popup, click Yes, withdraw all

When you withdraw collaborators, they will no longer have access to the CMA.

Withdrawing your own collaboration access

If you're a collaborator on someone else's CMA and want to remove yourself:

  1. Find the CMA in your CMA Centre
  2. Click the three-dot menu on the CMA card
  3. Select Withdraw Collaboration


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