Advanced Features
Collaboration
Learn how to collaborate with team members in real-time using Leapfrog’s sharing and collaboration features
Collaboration
Leapfrog supports collaborative qualitative research by enabling multiple users to work together in real time across workspaces, documents, and canvases.
Workspace Sharing
Workspaces provide a shared environment for team members to access research data, documents, and analysis tools.
Inviting Team Members
- Open workspace settings and select the Sharing tab.
- Enter email addresses of invitees and assign permission levels.
- Send invitations. Invited users receive an email with a link to join the workspace.
Permission Levels
- Owners: Full access to all workspace content and settings, including workspace deletion.
- Editors: Can create, edit, and delete content, but cannot change workspace settings or delete the workspace.
- Viewers: Can view content only (if available on the plan).
Managing Members
- Workspace settings > Sharing displays current members.
- Permission levels can be changed or members removed.
Real-Time Collaboration
Leapfrog enables real-time collaboration on documents and canvases.
Document Collaboration
- Multiple users can edit the same document simultaneously.
- Presence awareness indicates who is viewing or editing.
- Changes are synchronized instantly for all users.
- Concurrent editing is supported.
Canvas Collaboration
- Multiple users can add or move items on the canvas simultaneously.
- Shared clustering and summarization are available.
- Changes are synchronized in real time.
Commenting and Feedback
- Comments can be added to text or elements using the comment icon in the toolbar.
- Comments are visible to all team members and can be resolved when addressed.
- Resolved comments are archived but accessible.
Best Practices
- Define roles and responsibilities for team members.
- Standardize naming conventions and organization within workspaces.
- Use document fields consistently.
- Align on coding strategies and tag usage.
- Record key research decisions and methodological choices in Leapfrog.
Team Workflows
Distributed Teams
- Create a shared workspace for all team members.
- Upload and transcribe interviews as they occur.
- Use document fields to track metadata.
- Conduct initial coding independently, then refine codes collaboratively.
- Use the canvas for collaborative synthesis.
Client Collaboration
- Create a dedicated workspace for client collaboration.
- Organize and present key findings using the canvas.
- Assign permission levels to protect participant privacy.
Troubleshooting
- Refresh the page if changes are not appearing immediately.
- Verify permission levels for all team members.
- Coordinate with team members to resolve conflicting edits.
- Use separate workspaces for different research phases or projects if needed.