Share a project with an internal user
You share your project, master data or files with a user 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 project.
- Click the project.
- Click the icon.
- Click the desired user in the drop-down list and select a permission.
- The administrator of the organization must invite the user to the organization. Additional information is available here.
- You use the function to share with external users.
- Click Apply.
- The project is shared with the user.
The Details section opens.
The Share project dialog opens.
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.
If you do not find the user, this person is not a member of the organization.
You have the following options:
You can specify the period in which the external user should have access to the project or the file.
In the list view
- Open the folder with the desired project.
- Click the icon at the project.
- Click the desired user in the drop-down list and select a permission.
- The administrator of the organization must invite the user to the organization. Additional information is available here.
- You use the function to share with external users.
- Click Apply.
- The project is shared with the user.
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.
If you do not find the user, this person is not a member of the organization.
You have the following options:
You can specify the period in which the external user should have access to the project or the file.