Sharing a Project

This article details Sharing options allowing collaboration across Account Users and to Users from other Groundplan organisations.

Share individual Projects

By default, the only person able to view a Project is the person that creates it. To give Project visibility to others in your Account, manually Share them into the Project.

1. Inside a Project, click Project tab
2. Click Sharing
3. Click the User's name requiring access
4. Repeat as required

Bulk Share existing Projects to New and/or Existing Users

Bulk Sharing can be actioned by Administrators or Standard Users of the Account. To Share multiple or all Projects in the Account, we recommend selecting Table View to complete these steps.

1. From the Home Page, click View Options and select Table View
2. Click the check box for Projects needing to be shared
   Click Select All if required
3. Click +Share
4. Select the User
5. Click Share Projects
6. Click Close and repeat all steps if required
7. Click Cancel
   If using Select All - Click More Projects and complete the steps again for each Page of Projects

Automatically Share all new Projects

If you regularly need to Share Projects with other Users in the Account, set up Automatic Project Sharing. Select the particular Project Template when creating Projects.

This applies to all future Projects from the point Sharing was enabled.

1. From the Homepage click Project Templates
2. Click an existing Template Name or click +Project Template to create a new Template
3. Click Sharing
4. Click User's name/s requiring Access
5. Click Back to the Templates list and repeat for each Template required
6. Select the correct Template when creating new Projects

Share Projects outside your organisation

1. Inside a Project, click Project tab
2. Click Sharing
3. Type the User's email address (User must be in an active Groundplan Account)
4. Click the User name
5. Repeat as required

View Shared Projects from a different Groundplan organisation

Viewing Projects Shared from other Groundplan organisations with active Groundplan Accounts will not appear on the Homepage. A User must view these through our Switch Account feature.

1. From the Homepage click into the search box and type the Organisation name or use the drop-down menu

2. Click to open the required Project

Keep Sharing options when Duplicating a Project

1. From the Homepage, click Project Actions
2. Click Duplicate and enter new Project name if required

3. Click checkbox next to Copy Sharing Settings
   Leaving unchecked lets only the User Duplicating the Project have visibility
4. Click Duplicate

Remove a User's access to a Project

1. Inside a Project, click Project tab
2. Click Sharing
3. Click the trash bin next to the Users name to remove visibility of the Project

Frequently Asked Questions

For further assistance with Sharing, please contact the Support team at Help > Send us a Message.