To be able to use Collaboration Cloud, all users need to be on the same version of NVivo (either NVivo 14 or NVivo R1/2020 - Which NVivo version do I have?).
From NVivo 14 and later versions you can collaborate between Windows and Mac and work simultaneously on the same NVivo project file.
With the previous version NVivo R1/2020, you need to be on the same operating system (either Windows or Mac.) and you collaborate by downloading and uploading a copy of the master project file to the cloud.
(NVivo 12 and older versions of NVivo are not compatible with NVivo Collaboration Cloud.)
Collaboration Cloud access requires two levels of permissions
1) access to the license/a seat under the same Collaboration Cloud subscription (via the MyLumivero portal) Assign a license/seat to a new user in the myLumivero Portal (NVivo R1 and NVivo 14)
2) assignment of the collaborators to the shared file (for NVivo 14 and later) OR assignment to the workspace in the Collaboration Cloud module (for NVivo R1/2020).
Depending on the NVivo version used working on a common project file via Collaboration Cloud works differently, as described below.
Share a project with NVivo 14
For NVivo 14, the project owner uploads the initial project, from within NVivo 14 via Share - Upload Project and then adds the team members via "Manage Team".
Upload as cloud project
Project owners can upload and manage shared projects using the NVivo Collaboration cloud feature.
NOTE Project owners need to use the same email address they used to purchase Collaboration Cloud when they log into NVivo 14.
- Open or create new project that you want to share and collaborate with team members.
- If you have made any changes make sure that you have saved the project first.
- From the Share tab, click Upload Project.
A progress bar will appear. Once the project is uploaded, the Manage Team button is activated.
Manage Team
As a project owner, you can add or remove users using the Manage Team option in the NVivo Desktop application.
NOTE Only project owners have the privilege to add users to the project.
- Launch NVivo and open the required project from the Recent Projects section in the NVivo Welcome page. Alternatively, you can navigate to the saved location in your computer and open the project file.
- In the Share tab, click Manage Team.
- Click on the dropdown box and you will see the user(s) you added to your subscription.
- Select a user and click Add User.
To remove or delete a user access from a shared project, click Remove. The user can no longer access the project.
Collaborators invited to the Shared Project
NOTE Before proceeding with the below steps, ensure that your project owner has assigned you a Collaboration Cloud seat and provided access (via Manage Team) to the cloud project.
- Launch NVivo.
- In the Account section of the NVivo welcome page, under Account Name, select the project owner's name for the project that you would like to clone. If you do not find your project owner's name, try to log out and log into NVivo. How to sign in and switch myNVivo accounts in NVivo for Windows - How to log in and switch myNVivo accounts on NVivo for Mac
- In the NVivo Welcome page, on the left navigation bar, click Cloud Projects.
A dialog is displayed.
4. Select the project and click Clone.
5. Select a location, keep the file name the same and click Save. A Clone Project dialog is displayed showing the progress.
NOTE Collaborators must only clone the project once. When you save it on your computer, you must use the same name as the project owner.
6. Once cloning is completed, close the Clone project dialog. The cloned project will be automatically opened.
NOTE Once you have downloaded the project, you can open it again from the Recent Projects section or you can browse to where it was downloaded on your computer. You should not rename the project file. All your updates will be automatically synchronized to the cloud project.
Find the full workflow description here.
Create a workspace with NVivo R1/2020
For NVivo 13 (2020, R1), The account administrator assigns workspace owner and (optionally) additional administrator roles from the USERS page.
- A workspace owner uploads an NVivo project to Collaboration Cloud, creating a workspace (of the same name) for the project. The uploaded file is version 1 (V1) of the master file.
- The workspace owner is automatically made a workspace manager for the workspace.
- The workspace owner/manager opens the workspace and adds other users to it. They must be assigned workspace roles: workspace manager, collaborator, or both.
- By default, V1 of the master file is 'shared' with collaborators, meaning it is made available for them to download.
The link to the NVivo 13 Collaboration Cloud admin portal is below:
https://collaboration-web.mynvivo.com
Please see the detailed usage directions in the user guide below:
NVivo 13 Collaboration Cloud