Getting Started with Multicollab: Prerequisites

Introduction

Welcome to Multicollab! This powerful WordPress plugin enhances collaboration by directly enabling Google Docs-style commenting and editing suggestions within WordPress. Whether you're a content editor, writer, or reviewer, this guide will walk you through the steps to set up and use Multicollab effectively.

Step - 1 Getting Started with Install & Activate the Plugin

Multicollab: Easy Setup Video Guide 

You can use this video for a quick, simple setup of the Multicollab plugin.

Automatic Installation (via WordPress Repository)

1. Log in to your WordPress dashboard.
2. Navigate to Plugins > Add New.
3. Search for "Multicollab".

Click Install Now and then Activate.

Manual Plugin Installation

1. Download the latest version of Multicollab from [official link].
2. Go to Plugins > Add New in your WordPress dashboard.
3. Click Upload Plugin, then select the downloaded ZIP file.

Click Install Now and then Activate.

Step - 2 Activate the Plugin and Setting Up the Plugin

Here is a step-by-step instruction to activate the license.

Accessing Plugin Settings

Navigate to Multicollab from the WordPress admin menu.

Configure the basic settings as per your requirements.

General Configuration

• Enable Commenting: Allow users to add inline comments on posts and pages.
• Role-Based Permissions: Define who can comment, resolve, and suggest edits.
• Email Notifications: Enable notifications for new comments and replies.

Step - 3 Add inline comments to any text in your blog post 

1. Open any post or page in the WordPress editor.
2. Highlight the text and click the Comment button.
3. Enter your comment and click the Comment button.
4. Reply, resolve, or edit comments as needed.

Step - 4 Suggestion Edits & Track 

You can use Suggestion Mode to manage the editorial process of content creation and collaboratively navigate through editorial workflows and troubleshooting in one location.

Track your content creation process by using Suggestion Mode. You and your team can easily navigate through your workflows together and check assignments off your to-do lists with this feature.

• Any edits to posts or pages are highlighted to accept, reject and collaborate as needed when combined with mentions and notifications.
• Teams can easily track WordPress text that has been modified, deleted, or added throughout your editorial workflow

(Suggestion mode works on these blocks)

Step - 5 Team Collaboration

With reply, resolve, and mention commenting options, the possibilities are endless for creative team collaboration during the publishing process.

• Invite editorial users to collaborate and comment on a post just by mentioning them.
• Users will receive email notifications when they are mentioned, allowing them to jump back into the conversation quickly.

Step - 6 Get Email Notifications

With enabled Email Notifications, you don’t have to sit around and wonder if your team members got that message you sent out. All you have to do is make your edits, assign your comments, and let the plugin do the rest.

• Instant email notifications make collaborations with your team easier and foster intra-group connectivity.
• Your team can quickly review and easily click notifications to respond directly in WordPress.

Administrators can toggle email notifications on or off from the Settings menu (Admin Dashboard ➡️ Multicollab ➡️ Settings).

Multicollab lets you receive email notifications for these activities:

• Added comments
• Mentions by users
• Replies to comments
• Comments when marked as resolved/deleted

For example, authorized users will receive email notifications when they are mentioned, allowing them to jump into the conversation and troubleshoot editorial hold-ups quickly.

Step - 7 Invite Guests

Invite guests to collaborate without the need to create a WordPress user account. Email invitations with a unique link can be sent directly to editors, clients, and any other stakeholder from within each post. Here are two roles you can assign to a guest collaborator:

• Commenter: Users can add comments and reply to comments to a post. They can’t edit posts, delete, edit, or close others’ comments.
• Viewer: Users can view draft post content and view comments left by other users. The user can’t add comments or edit posts

Step - 8 Manage Permissions

Decide which team members should have permission to manage comments and suggestions in Multicollab.

• You can configure who should have access to add a comment, resolve comments, and disable comments.

• You can configure who should have access to accept or reject suggestions.

Advanced Features

• Suggested Edits: Allow users to suggest changes without directly modifying content.
• Real-Time Collaboration: Multiple users can comment and suggest edits simultaneously.

Activity Tracking: View a history of all comments and changes.

Conclusion

You are now ready to use Multicollab! Improve your WordPress editorial workflow with seamless collaboration. If you have any questions, feel free to reach out to our support team.