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Collaboration

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Workspace Sharing

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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.

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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).

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Managing Members

• Workspace settings > Sharing displays current members.
• Permission levels can be changed or members removed.

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Real-Time Collaboration

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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.

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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.

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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.

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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.

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Team Workflows

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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.

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Client Collaboration

• Create a dedicated workspace for client collaboration.
• Organize and present key findings using the canvas.
• Assign permission levels to protect participant privacy.

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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.