Sharing a Project
  • 18 Oct 2021
  • 3 Minutes to read
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Sharing a Project

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Project Sharing allows collaboration with team members or Groundplan Users from other organisations.

⚠️Anyone shared into a Project has full editing rights on the Project

This includes editing Measurements, Parts, Labour, Pricing, Deleting etc.

Share Projects

  1. Click Project
  2. Click Sharing
  3. Click the Users name
    the User will now show under Who Has Access
  4. Repeat as required

If you regularly need to share Projects with other users, consider setting up automatic Project sharing

share project 01

Share Projects outside your organisation

Groundplan allows you to share Projects with Groundplan users outside of your organisation.

⚠️This feature is not available to companies trialing Groundplan.
  1. Click Project
  2. Click Sharing
  3. Type the Users email address
    If the person you want to invite is an active user in another organization, they will show under Click to share
  4. Click the Users name
    the User will now show under Who Has Access
  5. Repeat as required
⚠️If you integrate with simPRO please read this
⚠️Anyone shared into a Project has full editing rights on the Project

This includes editing Measurements, Parts, Labour, Pricing, Deleting etc.

share project 02

View shared Projects from a different organisation

📝Shared projects from another account will not appear on the Groundplan homepage.
  1. Go to the Projects list
  2. Click Switch Account
  3. Click the checkbox to select the organisation
  4. Click to open the required Project

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Automatically share Projects to all Users

  1. From the Home screen
  2. Click Project Templates
  3. Click the Template name e.g. Default Template
  4. Click Sharing
  5. Click the Users name/s
    they will be moved under the Who Has Access list
  6. (For users outside you organisation) Type the users email address, then click the Users name
  7. Repeat for each template as required
  8. Select correct template when creating new Projects.

D - Share project to all users

Note: The changes in the template will only be applicable in the future Projects created

You will need to manually share your existing projects.

Automatically share new Projects

  1. Click New
  2. Click Project Templates
  3. Enter template name eg Residential Project
  4. Click Sharing
  5. Click the Users name/s
    they will be moved under the Who Has Access list
  6. (For users outside you organisation) Type the users email address, then click the Users name
  7. Repeat for each template required
  8. Select correct template when creating new Projects.
📝 Note: The changes in the template will only be applicable to future Projects created

Unfortunately, you will still have to manually share existing Projects.

D2 - Automatically sharing projects

Keep sharing options when Duplicating a Project

  1. From the Homepage
  2. Click the Project Action Menu
  3. Click Duplicate
  4. (optional) Enter new Project name
  5. Click the checkbox next to Copy Sharing Settings
    If this is box is unchecked, only the User duplicating the Project will be shared in the Project
  6. Click Duplicate

D -Keep Sharing Option

Remove a user's access to a Project

  1. Click Project
  2. Click Sharing
  3. Click the x next to the Users name
    the User will now show under Click to share

remove user's access

FAQs

Q: I have added a new user; why are they unable to see any Projects?

A: By default, Projects in Groundplan can only be seen by the person who created the Project.

For your new user to see these Projects, you will need to follow the instructions in the Share Projects section above.

Q: Is there a way to share new Users into all Projects at once, rather than one by one?”

A: Not currently.

Q: When sharing, can I give someone “View only” access to the Project?

A: Not currently.

Q: I am the owner of the business. Can I automatically see all Projects created?

A: This is only possible if you are a registered user in your account, and your Users are using a Project Template, which is set up to automatically share all Projects with you.

However, if you go to the Help menu and send us a message, our support team will assist you with this.

We are continuously looking to improve our product and consider all feature requests when making product improvements.


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