Share a file with a team
You share your project or files with a team in your company organization or organization.
Preconditions: Roles and permissions
Roles
| Area | Function | Admin | Designer | User | Guest |
|---|---|---|---|---|---|
| Projects | |||||
| Share a project with an internal user | x | x | |||
| Share a project with an external user | x | x | |||
| Share a project with a team | x | x | |||
| Share a project; specify a period | x | x | |||
| View project detail "Shared with" | x | x | x |
Permissions
| Area | Function | Edit | Limited (Edit) | View |
|---|---|---|---|---|
| Projects | ||||
| Share a project with an internal user | x | |||
| Share a project with an external user | x | |||
| Share a project with a team | x | |||
| Share a project; specify a period | x | |||
| View project detail "Shared with" | x | x |
In the grid view
- Open the folder with the desired file.
- Click the file.
- Click the
icon. - Switch to the Teams section.
- Click the desired team in the drop-down list and select a permission.
- Click Apply.
- The file has been shared with the team.
The Details section opens.
The Share file dialog opens.
If a user already has a permission for the project, file or master data and you assign a permission to them again, the highest permission that was assigned always applies to the user. Example: If a user has the "Edit" permission for a project and you assign the "View" permission for the same project to the team where the user is located, the user keeps the "Edit" permission.
To find the team or user faster, you can enter the name of the team or user or the e-mail address of the user in the search field.
You can specify the period during which the user or the team should have access to the project, master data or files. Further information is available here.
In the list view
- Open the folder with the desired file.
- On the file, click the icon.
- Switch to the Teams section.
- Click the desired team in the drop-down list and select a permission.
- Click Apply.
- The file has been shared with the team.
If a user already has a permission for the project, file or master data and you assign a permission to them again, the highest permission that was assigned always applies to the user. Example: If a user has the "Edit" permission for a project and you assign the "View" permission for the same project to the team where the user is located, the user keeps the "Edit" permission.
To find the team or user faster, you can enter the name of the team or user or the e-mail address of the user in the search field.
You can specify the period during which the user or the team should have access to the project, master data or files. Further information is available here.