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Invite Collaborators & Manage Permissions


Step 1: Welcome to Mytree! In this tutorial, we'll guide you through inviting collaborat

Welcome to Mytree! In this tutorial, we'll guide you through inviting collaborators to a family tree, assigning View or Edit permissions, and managing the collaborator list. Multiple collaborators can be added to one tree. For example, if the tree has multiple branches, you can assign a collaborator to work only on a specific branch — perfect for large trees built by a team.

Welcome to Mytree! In this tutorial, we'll guide you through inviting collaborat

Step 2: Click Tree Settings

Suppose you want to invite User B to work on a family tree. From your tree page, click the Tree Settings button to open the management page.

Click Tree Settings

Step 3: Collaborators Tab

Select the Collaborators tab. Here you'll see the invite form and a list of people who have already been invited.

Collaborators Tab

Step 4: Enter the email or username of the person you want to invite, then select a role

Enter the email or username of the person you want to invite, then select a role: View for read-only access, or Edit for full add/delete/modify access on the tree. To limit them to only one branch, select the root member of that branch in the Branch Limit field.

Enter the email or username of the person you want to invite, then select a role

Step 5: Enter the email or username of the person you want to invite, then select a role

Enter the email or username of the person you want to invite, then select a role: View for read-only access, or Edit for full add/delete/modify access on the tree. To limit them to only one branch, select the root member of that branch in the Branch Limit field.

Enter the email or username of the person you want to invite, then select a role

Step 6: If no branch is selected, User B has access to the entire tree. If a branch is s

If no branch is selected, User B has access to the entire tree. If a branch is selected, User B can only operate within that branch. Click Invite to send the invitation. User B will see this tree in their tree list.

If no branch is selected, User B has access to the entire tree. If a branch is s

Step 7: If no branch is selected, User B has access to the entire tree. If a branch is s

If no branch is selected, User B has access to the entire tree. If a branch is selected, User B can only operate within that branch. Click Invite to send the invitation. User B will see this tree in their tree list.

If no branch is selected, User B has access to the entire tree. If a branch is s

Step 8: User B Sees Invitation

Now switch to User B's account — the person who was just invited. B goes to the Tree List and will see the tree waiting for confirmation.

User B Sees Invitation

Step 9: Accept Invitation

User B clicks Accept Invitation on the tree list to gain access.

Accept Invitation

Step 10: Accept Invitation

User B clicks Accept Invitation on the tree list to gain access.

Accept Invitation

Step 11: User B Views Tree

B clicks View Tree to enter the family tree.

User B Views Tree

Step 12: User B Views Tree

B clicks View Tree to enter the family tree.

User B Views Tree

Step 13: Collaborator Accepted

Collaborator B appears in the right panel with status Accepted.

Collaborator Accepted

Step 14: Collaborator Panel

Click the link to go to the management page.

Collaborator Panel

Step 15: Change Collaborator Role

You can change B's role at any time by clicking the pencil icon next to their name, selecting a new role, and clicking Save.

Change Collaborator Role

Step 16: Change Collaborator Role

You can change B's role at any time by clicking the pencil icon next to their name, selecting a new role, and clicking Save.

Change Collaborator Role

Step 17: Change Collaborator Role

You can change B's role at any time by clicking the pencil icon next to their name, selecting a new role, and clicking Save.

Change Collaborator Role

Step 18: Revoke Access

To revoke access, click Revoke. B will no longer be able to access this tree.

Revoke Access

Step 19: Revoke Access

To revoke access, click Revoke. B will no longer be able to access this tree.

Revoke Access

Step 20: Access Revoked

On B's account, the tree will no longer appear in their list.

Access Revoked

Step 21: Access Revoked

On B's account, the tree will no longer appear in their list.

Access Revoked