How do I use NVivo Collaboration Cloud?

The below information applies for NVivo versions 15 and 14. If you are using NVivo R1/2020 you can only access the legacy version of Collaboration Cloud, have look here. - Which NVivo version do I have?

(NVivo 12 and older versions of NVivo are not compatible with NVivo Collaboration Cloud.​)

The Collaboration Cloud with NVivo 15 or 14 is an add-on module allowing teams to collaborate in real-time on NVivo projects. Projects are uploaded by the Project Manager to a secure place in the cloud and team members clone the cloud project onto their computers from where they can work on the cloud project. It is also possible for team members to work on the project off-line and it will be synced with the cloud project when they next have a connection to the Internet.

With NVivo 15, you can share and manage projects from within NVivo Windows application. NVivo 15 desktop application allows team members to work cross-platform (with both Windows and Mac) on a single project and their local changes are automatically synchronized to the shared common project file. All users require internet connection for synchronizing their changes.

NOTE Both NVivo 15 and NVivo 14 users can collaborate on the same shared cloud project.

Subscription setup and workflow

As a Project Owner:

• Firstly, you need to purchase Collaboration cloud seats for all the team members including yourself.
• Before sharing the cloud project, ensure that collaborators are assigned seats in the collaboration cloud subscription via myLumivero portal: Assign a license/seat to a new user in the myLumivero Portal
• You need to use the same email address that was used to purchase Collaboration Cloud when you log into NVivo 15.

As a Collaborator:

• You must ensure that your project owner has assigned you a Collaboration Cloud seat via myLumivero portal and provided access to the cloud project via Manage Team option in the NVivo application. Assign a license/seat to a new user in the myLumivero Portal
• Before accessing a shared project, make sure that you are logged into NVivo with the correct email and the project owner's name is selected under Account Name in the NVivo Welcome screen. For more information, see Manage Team

Upload as cloud project

Project owners can upload and manage shared projects using the NVivo Collaboration cloud feature.

PREREQUISITES:

• You need to use the same email address that was used to purchase Collaboration Cloud when you log into NVivo 15.
• Ensure you are logged in with the correct email address and that you have selected the correct Account Name in the Account section of the NVivo welcome page; otherwise, you may encounter "Cannot verify account subscription" error.

1. Open or create new project that you want to share and collaborate with team members.
2. If you have made any changes make sure that you have saved the project first.
3. 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.

1. 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.
2. In the Share tab, click Manage Team.
3. Click on the dropdown box and you will see the user(s) you added to your subscription. If you have not allocated seats in your collaboration subscription, click Go to Subscription first to do so.
4. Select a user from the drop-down menu and click Add User.

A user added successfully message is displayed. Their name will appear in the list of team members.

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.

1. Launch NVivo.
2. 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

1. 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.

Legacy Version: 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.

1. 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.
2. The workspace owner is automatically made a workspace manager for the workspace.
3. The workspace owner/manager opens the workspace and adds other users to it. They must be assigned workspace roles: workspace manager, collaborator, or both.
4. 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