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
Select one of your projects from the projects list
Click “Share with” in the left pane
Enter the e-mail address of another platform user
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 https://3yourmind.atlassian.net/l/cp/oA0DNkCX.
Viewing a Shared Project
The 3D Projects table offers three filters:
All projects
Displays your own projects and projects that were shared with youMy projects
Displays only your own projects, i.e. where you are the project ownerShared 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 |
|---|---|---|
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>