> For the complete documentation index, see [llms.txt](https://support.pears.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.pears.io/plan/action-plans/collaborators.md).

# Collaborators

The Collaborators section allows you to grant other PEARS users access to view or edit your action plan. Collaborators can also be marked as contributors.

{% hint style="info" %}
**TIP:** Only staff members with active PEARS accounts can be added as collaborators. The creator of the record is automatically listed as a collaborator.
{% endhint %}

{% hint style="info" %}
**TIP:** Collaborators on a **State-level** or **Multi-State** action plan can also view records linked to that plan's child plans. For example, a collaborator on a state-level plan can see individual and unit plans linked to it, along with their related records. For **Multi-State** plans, this visibility extends across organizations — a collaborator can see records linked to state-level child plans in other states. This does not grant access to the other organization itself, only to the linked records.
{% endhint %}

## Add a Collaborator

{% stepper %}
{% step %}

#### Navigate to the Collaborators Page

After saving a new action plan, PEARS automatically takes you to the Collaborators page. You can also access it from the action plan detail page by clicking **Collaborators** in the progress panel.
{% endstep %}

{% step %}

#### Click Add Collaborator

Click the **Add Collaborator** button. A dialog box appears.
{% endstep %}

{% step %}

#### Select a User and Set Access

Search for and select the PEARS user you want to add. Set their access level to **View & Edit** or **View Only**, and optionally mark them as a **Contributor**.

![Screenshot: The Add Collaborator dialog showing the user search field, Access Level dropdown with View & Edit and View Only options, and the Contributor checkbox](/files/TgBZ5hZgYGEWPvuHoqBZ)
{% endstep %}

{% step %}

#### Save

Click **Save** to add the collaborator.
{% endstep %}
{% endstepper %}

## Continue to the Next Step

After adding collaborators, click **Save and Continue** to proceed to the [Situation Assessment](/plan/action-plans/situation-assessment.md) page.


---

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