Chapter 16 / User Guide

Sharing and collaboration

All plans
Contents

Sharing a project

  1. Open the project and press Share project in the header.
  2. In the Invite user section, enter your colleague's email address in the Email field.
  3. Choose the Permission level:
    • Viewer — can view the project and add comments;
    • Editor — can view and edit tasks and files;
    • Admin — can manage shares and all project settings.
  4. Business Optionally, choose a Role profile that restricts modules in more detail (see chapter 23).
  5. Press Send invite. The invited person receives an email with a link.

In the Shared with users list in the same window, you can see current shares and pending invitations, change the permission level or press Remove.

Accepting an invitation

  1. Open the link in the email. If you do not have an account, press Register; if you do, press Login. Use the same email address the invitation was sent to.
  2. Press Accept invitation and then Open project.

You can also accept invitations in the application: Projects Shared with mePending invitations section → Accept or Decline. The same page shows all projects shared with you, together with the owner and permission level.

About this feature

What the feature solves and who it is for.

14 days free

Try the steps with your own project

No credit card required. You can create up to 3 projects during the trial period.

Start for free →