Sharing a Project

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

Share existing 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

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 Switch Account
2. Click checkbox to select the organisation

3. 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

FAQs

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

A: 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 existing Projects with them. Consider setting up Automatic Sharing for all new Projects.

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

A: No.

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

A: No. With Sharing rights come the ability to Edit as well.

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

A: Yes if you are a registered User in the Account, and your Users are using a Project Template, which is set up to automatically share all Projects with you

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