Sharing Projects

Overview

Sharing a project with another user is a convenient way where it is necessary or beneficial that multiple parties have access to the same project. Example use cases are

  • you work on one project with colleagues

  • sharing a quote for approval before ordering

  • enabling your vacation replacement to see important order status updates

Sharing Projects With Other Users

To share a project

  1. Select one of your projects from the projects list

  2. Click “Share with” in the left pane

  3. Enter the e-mail address of another platform user

  4. Click “Save”

 

 

The other person will receive an email notification and can see the shared project in their project list.

A list of all users that a project is shared with is displayed in the project information bar on the left-hand side.

You can only share projects with other platform users. Due to privacy reasons, we do not display a list of all available users.

It is not possible to share projects with users who only have the User Panel Viewer permission, because those users do not have the permission to view projects and individual sales transactions.

For more information see Roles & User Rights - Platform Documentation - Confluence.

Viewing a Shared Project

The 3D Projects table offers three filters:

  • All projects
    Displays your own projects and projects that were shared with you

  • My projects
    Displays only your own projects, i.e. where you are the project owner

  • Shared with me
    Displays only those projects that were shared with you

 

Ordering in the name of the Project Owner

When a sharee opens a quote inside a shared project, the sharee can proceed to order that quote in the project owner’s name. In the checkout, the sharee can select the shipping and billing addresses from the list of addresses from the project owner.

What Users Can Do After You Shared a Project With Them

 

Project Owner

Sharee

 

Project Owner

Sharee

View project

yes

yes

View requests / quotes / orders within project

yes

yes

See requests / quotes / orders from shared project in their own requests / quotes / orders table

yes

no

Read all public comments

yes

yes

Write comments

yes

yes

Receive e-mail notifications

yes

yes

Share project

yes

yes (since 24.4.x)

Finalize a quote, i.e. enter shipping and billing information

yes

yes

Order a quote

yes

yes

Order a request

yes

yes

Re-order

yes

yes

Edit a request

yes

yes

Edit a quote

yes

yes

Download 3d files

yes

yes

Add attachments

yes

yes

Any action a sharee takes on a request, quote or order is always in the name of the project owner. However, it will be tracked, that the action was performed by that sharee.

Example
Mario has project that contains a quote he created himself. He shares that project with his colleague Katrin. Katrin proceeds to order Mario’s quote. The customer of the resulting order will be Mario, Katrin will be shown under “Created by”.

Administrators Can Add Sharees

As a platform admin, you can add users to the list of sharees per project at

Home › B3_Sales_Transaction › Project containers › <YOUR PROJECT ID>