Accept Invitation with existing kleio Account
If you have received an invitation to a kleio Space by e-mail and already have a kleio account, you've come to the right place.
Video Tutorial
Step by Step Video Tutorial in German. English coming soon.
Instruction
Here you will find written step-by-step instructions:
This is what the invitation email you find in your inbox looks like:
1- Accept invitation
Log in to your account.
You will now see a new space on the right-hand side under Invited Spaces. In this example the Kulturverband Kunterbunt:
Click on Settings
and the invitation opens:
You can now accept the invitation here.
2- Understanding the new Space
Once you have accepted the invitation, the space on the right will change. You can now see the following:
1: Name of the Space that invited you
2: Number of records you can share with the Space. (In this example 1)
3: You can click here to view the Space's website. You will also appear there.
4: This takes you to the Space settings. There you can determine the field selection. This is optional. You can find more information here: Customise fields selection
5: This is the field into which you can drag your records that you want to share with the Space.
3 - Share Record
What content you should share with the space should be stated in the invitation.
In this example, the aim is to share the Profile Record with the Kulturverband Kunterbunt in order to appear there as a member.
To do this, go to your profile record. You can recognize it by the black border.
Now click on your profile record and drag and drop it into the field in the shared space. Let go of the record and it is shared!
You can still edit the profile record in your archive. All adjustments are also made automatically in the shared space.
Note that the space owner determines which field contents and tags are displayed as filters on the website.
4 - Wait until your profile is published
In order for your profile to be visible online in the shared space, the owners of this space must publish your profile. It may therefore take some time for this to happen.
In this example from Kulturverband Kunterbunt, it looks like this:
5 - Optional: Customise Field Selection
Click on Settings in the invited Space.
This appears:
1: Link to the Space
Here you will find the link to the Space to which you have been invited
2: Invitation text
Here you can find the invitation text.
3: Leave Collaborative Space
Here you can leave the Collaborative Space if you wish.
4: Standard selection
And here you can determine which of your field contents you want to share with the space you have been invited to.
Click on Standard selection.
Then this page appears. All fields with a black background are selected as published. In this example, the contents of the fields Label, Description, Date, Content tags, Is part of series, Category, Material & technique, URL and Linked records are displayed. And all files in the Gallery section are shown.
If, for example, you do not want your field contents from the Is part of series field to be published on the invited space, you can deselect the field here.
