Sharing a project
- Open the project and press Share project in the header.
- In the Invite user section, enter your colleague's email address in the Email field.
- 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.
- Business Optionally, choose a Role profile that restricts modules in more detail (see chapter 23).
- 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
- 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.
- Press Accept invitation and then Open project.
You can also accept invitations in the application: Projects › Shared with me → Pending invitations section → Accept or Decline. The same page shows all projects shared with you, together with the owner and permission level.
