Share a file: Specify a period
Preconditions: Roles and permissions
Roles
Area | Function | Admin | Designer | User | Guest |
---|---|---|---|---|---|
Files | |||||
Share a file with an internal user | x | x | |||
Share a file with an external user | x | x | |||
Share a file with a team | x | x | |||
Share file; set time period | x | x | |||
View "Shared with" file detail | x | x | x |
Permissions
Area | Function | Edit | Limited (Edit) | View |
---|---|---|---|---|
Files | ||||
Share a file with an internal user | x | |||
Share a file with an external user | x | |||
Share a file with a team | x | |||
Share a file; specify a period | x | |||
View "Shared with" file detail | x | x |
You have the possibility to specify the period of use for the user or the team.
Projects, master data or files shared with you can also be shared with another user if you have the permission "Edit". If your period of use for projects or master data is limited, the user you invite can also access projects or master data only during this period. You can also specify the period for the invited user. However, it has to lie within your period of use.
Share a file internally: Specify a period
You share your project, master data or files with a user in your company organization or organization.
The Share file dialog is opened, the user has the Designer role and a permission.
- Click the drop-down list at the desired user.
- Confirm Share until:.
- Click the date field and select a date.
- Click Apply.
- The period for which the user has access to the file has been limited.
Share a file externally: Specify a period
The Share file dialog is opened, the user has the Designer role and a permission.
- Click the drop-down list at the desired user.
- Confirm Share until:.
- Click the date field and select a date.
- Click Apply.
- The period for which the user has access to the file has been limited.
Share a file with a team: Specify a period
You share your project or files with a team in your company organization or organization.
The Share file dialog is opened, the user has the Designer role and a permission.
- Click the drop-down list at the desired user.
- Confirm Share until:.
- Click the date field and select a date.
- Click Apply.
- The period for which the user has access to the file has been limited.