---
title: "Collaborating on a Playbook with Other Coaches"
description: "Invite other coaches to view or edit a playbook with you, so your whole staff builds and teaches the same systems."
category: "Playbooks"
published: "2026-10-10 20:20:08"
updated: "2026-10-11 00:20:08"
url: "https://www.hockeyshare.com/support/kb/playbooks/collaborating-on-playbooks"
---

# Collaborating on a Playbook with Other Coaches

Invite your assistant coaches to work on a playbook with you, so your whole staff builds and teaches the same systems. Collaboration is a Premium feature: you need a Premium account to invite, and the coaches you invite need one to accept.

## Step 1 — Invite a coach

Open the playbook in the builder, click **Playbook Settings** and scroll to **Collaborators**.

1. Enter the coach's HockeyShare username under **Invite by username**.
2. Choose **View** or **Edit**.
3. Click **Invite**.

The invitation shows as **Pending** until the coach accepts.

![Collaborators section with Invite by username, View or Edit, and Invite button](https://img.hockeyshare.com/01a12841-f443-7ab7-a73c-debd94718a22/-/format/webp/)

## What each permission allows

- **View** – they can open, present and download the playbook as a PDF.
- **Edit** – they can also change its content and settings. Only you can manage its tags and Team Share.

## Step 2 — The coach accepts

The coach gets a HockeyShare notification, and an email if they have collaboration emails turned on. The invitation also appears at the top of their **My Playbooks** page with **Accept** and **Decline**.

Once accepted, the playbook is listed under **Shared with me** in their **My Playbooks**, with **Can view** or **Can edit** next to it.

## Editing at the same time

Two coaches can have the builder open at once.

- A banner shows who else is editing right now.
- If a collaborator saves while you have no unsaved changes, your builder updates with their changes automatically.
- If they save while you have unsaved changes, a banner asks you to **Reload** to get the latest version before saving. Talk to each other before you save, or one of you may overwrite the other.

## Removing a collaborator

In **Collaborators**, click **Remove** next to a coach, or **Cancel** next to a pending invitation. A collaborator can step away on their own with **Leave this shared playbook**.

## Good to Know

- Managers of a team the playbook is attached to can edit it too, without an invitation. See [Playbooks & Your Teams](/support/kb/playbooks/playbooks-and-teams).
- Collaborators with **Edit** access skip the playbook's password and expiration date.

## Tips

- Give **Edit** to the coaches who build systems with you and **View** to the rest of your staff.
- Decide who owns each section before a busy week, so two coaches aren't editing the same part at once.
- When a coach leaves your staff, remove them so the playbook stays yours.