| Can I share my project information with team members on the website? |
Project related information, including quotes, orders, studies and related results/reports and invoices, can be shared among registered users. Sharing grants read-only access to the shared recipient. The shared recipient can view an item, or clone it (in the case of quotes and orders) and if a study is shared, the shared recipient can also view the reports and the results for that study. To share with another user, that user must be 1) a registered user and 2) must have the same email domain as the sharer (except for Study information, which can be shared with any registered user). Follow these steps to share information with another user:
- Log in and select either Quotes, Orders, Studies & Reports or Invoices from the User Menu.
Note: The same sharing parameters can be modified from any of these pages.
- For sharing a single line, click on the additional actions ellipsis (i.e., three vertical dots) for the line to be shared and select “Share” on the menu. Alternatively, sharing can be done for multiple lines at once by checking all desired lines and next on the bulk actions toolbar at the bottom of your display, click on the additional actions ellipsis (i.e., three vertical dots) and select “Share” on the menu.
- On the Sharing Settings dialog box
- Type in the email address(es) for the individual(s) with whom you want to share.
- Select which article(s) you want to share and click Save.
- Once an item is shared, the share icon will be displayed for the line for all pages in which the related item is shared. For example, if only an invoice was shared for a given line, then the shared icon will be present on the Invoices page, but not on Quotes, Orders and Studies & Reports pages. Note: the share icon will not be displayed on Mobile devices due to space limitations.
Note: Once shared, the shared users can find the shared item(s) on the “Shared…” tab.
- To remove sharing, repeat the prior steps and on the Sharing Settings dialog box click the “X” remove icon for a shared user(s) and click Save.
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