Once you’ve created a project, you can credit another person on that project then invite them to confirm their place on the team. You can do this whether the person in question currently has a Cahootify account or not. This benefits your colleague by offering them an effortless way to increase their exposure and it benefits you by providing everyone with another pathway to discovering you (i.e. via your colleague once they’ve joined).
To get started, go through to the project detail page and click on the “Credit team member” link at the top of the section titled “Credits”. (For projects still in progress the link is labeled “I’m working on this project” and the list is titled “On board”. For mobile screen sizes there’s just a plus button.)
The first thing you’re asked to do is type the name of the person you wish to credit then click/tap on the “Search” button. If Cahootify recognises the name then that person’s (or company’s) profile will be offered to you as an option.
If you recognise a profile presented to you, click/tap on the “This is my team member” button.
If no profiles are presented, or you don’t recognise those that are, enter the person’s name and email address at the base of the form then click/tap on the button labeled “Next -> Create invitation”.
Whether you’ve just selected an existing Cahootify subscriber or you’re in the process of inviting someone new, you’ll next be presented with a form that allows you to complete the invitation. Make sure you add at least one role tag for the role this person delivered on the project. You can then either just click/tap the button labeled “Send invitation” or you can first add your own personal note. (If the person you’re inviting isn’t yet a Cahootify subscriber, we advise you to add a note so that they know they’re not being spammed by some unknown company.) You can preview your invitation message before continuing.
As soon as you’ve clicked/tapped the “Send invitation” button…
- Your colleague will be shown in a “provisional” format on the team list. If they’re already a Cahootify subscriber their profile will be shown as normal but with the word “UNCONFIRMED” next to their name. If you’re inviting someone new they’ll be shown greyed out, with no photo, and with the word “UNCLAIMED” next to their name.
- Cahootify will mail out an invitation to your colleague that looks something like this (with the addition of your personal note if you’ve added one)…
When your colleague clicks on the link in that email, they’ll be taken directly to the project detail page where they’ll be able to either confirm their place (we hope!) or if they prefer, decline to be shown:
On confirming the credit, their team listing goes technicolor and the project is added to their profile portfolio. Those accepting a Cahootify invitation for the first time will immediately have a profile with just your project on it – a profile they can then expand on if they wish. (In the unlikely event that they decline your credit, they’ll simply disappear from the team list.)
For colleagues that are already Cahootify subscribers, if they don’t notice or respond to the invitation email, they’ll still see your project labeled as “Unconfirmed” on their own profile (only they can see this) until they link through to the project and either accept or decline the credit.
Cahootify Credits and “Automagic” Project Versions
Cahootify is structured like IMDb in that multiple people – cast and crew – can be credited on a project. However, it’s much better than IMDb (though we say so ourselves…) in that each person or company on a project can then create their own version of that project – one where all the info is completely unique to them. This happens “automagically” without anyone even needing to think about it.
This means that, for example, if you’ve worked with a team of people on a series of projects, only one of you has to create each project and you can all easily have profiles that look fantastic. If you wish, you can then further tailor the project info in your own portfolio without impacting anyone else.
I’ve just explained how to credit someone else on your project. Link through for:
- How to credit yourself on someone else’s project (and why that’s OK).
- Project versioning described in a little more detail.
All support documentation…