Share a project with an external user
Preconditions: Roles and permissions
Roles
Area | Function | Admin | Designer | User | Guest |
---|---|---|---|---|---|
Projects | |||||
Download, save, open a project | x | x | |||
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 | Download | View |
---|---|---|---|
Projects | |||
Download, save, open a project | x |
In the grid view
- Open the folder with the desired project.
- Click the project.
- Click the icon.
- Switch to the External users section.
- Enter your e-mail address and click Add.
- Click the desired user in the drop-down list and select a permission.
- Click Apply.
- The project is shared with the user.
The Details section opens.
The Share project dialog opens.
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.
- Switch to the External users section.
- Enter your e-mail address and click Add.
- Click the desired user in the drop-down list and select a permission.
- Click Apply.
- The project is shared with the user.
You can specify the period in which the external user should have access to the project or the file.