Share a project with a team
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.
- Switch to the Teams section.
- Click the desired team in the drop-down list and select a permission.
- Click Apply.
- The project has been shared with the team.
The Details section opens.
The Share project 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 project.
- Click the icon at the project.
- Switch to the Teams section.
- Click the desired team in the drop-down list and select a permission.
- Click Apply.
- The project 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.