NVivo teamwork: tracking different users

This is part of a series of posts on using NVivo 10 in the context of a team project. It assumes you do not have access to NVivo Server (which allows multiple users to work on the same project at the same time) and are therefore working with stand-alone projects, which can only be opened by one user at a time.

User profiles

When you first open NVivo, it should ask for your name and initials. These are used to keep track of who has done what in the project – in ‘list’ view you can see who created and modified nodes, sources, queries etc.:

list view showing initials

The initials of the current user are shown in the far left of the status bar at the bottom of the window:

status bar showing user

You can view and change user details for the open project by going to File\Info\Project Properties and clicking on the Users tab.

To change your default user details (i.e. for any new projects rather than for the existing one), go to File\Options and click on the General tab.

In any project you open on your own computer (or using your own network user profile), after the first time it should automatically use your initials without asking for them. If several people will be accessing the same project on the same computer, you can tell NVivo to check who the current user is each time the program is launched. To do this, go to File\Options and, on the General tab, tick the box next to ‘Prompt for user on launch’:

prompt for user option


You can also, if you like, assign different colours to different users to see more clearly who has done what or who will be working on which files, etc. For more on this, follow this link.

Project log

You can instruct NVivo to keep a record of every event that happens in the project (e.g. every time a node is created or a source is deleted), along with the user who carried out the action.

project log

To do this, go to File\Info\Project Properties and, on the General tab, tick the box next to ‘Write user actions to project event log’.

enabling project log

Coding comparison queries

If you want to compare the consistency of different users’ coding, you can run a ‘coding comparison query’, which is found by clicking on the Query tab at the top of the screen. For more on this, follow this link.

2 thoughts on “NVivo teamwork: tracking different users

  1. Pingback: NVivo teamwork: using memos to communicate | Liz Graveling

  2. Pingback: NVivo teamwork: managing projects | Liz Graveling

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