Team Collaboration Setup

Tutorial Overview

Set up a project for team collaboration with proper permissions, workflows, and organization.

Exercise 1: Invite Team Members

1. Open Project Settings
2. Navigate to Team/Sharing
3. Add team members by email
4. Assign permission levels:
   • Viewer: Stakeholders, clients
   • Editor: Team members
   • Admin: Project leads

Exercise 2: Organize for Team Work

Create clear folder structure:

/Team_Assets/
  /References/ (everyone reads)
  /In_Progress/ (editors work here)
  /For_Review/ (ready for feedback)
  /Approved/ (final selections)
  /Archive/ (old versions)

Exercise 3: Establish Workflows

Feedback workflow:

1. Editor creates content → Saves to /For_Review/
2. Reviewer sees update → Provides feedback via chat
3. Editor revises → Moves to /Approved/

Approval workflow:

1. Use Favorites for approved content
2. Team sees favorited items
3. Clear signal of what's finalized

Exercise 4: Simultaneous Work

Practice parallel work:

• Person A: Works in /Marketing/ folder
• Person B: Works in /Design/ folder
• No conflicts: Different folders = smooth collaboration

Exercise 5: Asset Sharing

Share externally:

1. Export files from project
2. Download locally
3. Share via email, Slack, or cloud drive

Best Practices

• Communicate which files you're editing
• Use clear naming conventions
• Regular check-ins via chat
• Favorites signal approvals
• Organize by status (in progress, review, approved)

What You've Set Up

✅ Team access with proper permissions
✅ Clear folder organization
✅ Defined workflows
✅ Feedback mechanisms

Next Steps

• Project Organization Best Practices
• Drag-and-Drop Power User