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  1. Obtain the name of the folder the Lab P.I. wishes to share as well as the names and email addresses of the collaborators.




  2. In AD, create two groups; one for Outside Lab Access that will need Research Drive Share permissions, and one for the specific outside collaborators (note* - this group will not have share permissions, just folder permissions.  Share permissions will instead be added to the parent outsidelab access group in AD).

    (one to have Research Drive give share permissions)

    (one to give folder permissions)

  3. email researchdrive@wisc.edu and request to have the outside parent group added to "share permissions" for the lab P.I.'s drive

  4. add AD group to full permissions for the folder in file explorer



    send an invite to the outside collaborator's email address through the Lab P.I.'s external group in manifest (see the invitations section)
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  5. email the outside collaborator and let them know that they will receive an email from manifest@doit.wisc.edu with an invitation to Research Drive.  Let them know this email will have them create a UW NetID.  Ask them to send this NetID to us once they receive it (usually 72 hours or less).  If the outside collaborator has not received the NetID within 72 hours, email activedirectory@doit.wisc.edu to inquire about the delay.




  6. send an invite to the outside collaborator's email address through the Lab P.I.'s external group in manifest (see the invitations section)


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  7. add the new NetIDs to the group you created in AD.  Email the outside collaborator again (and the P.I.) and let them know that they should now have access.

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