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Share a Project and Viewer Access

Invite people by email or link to view a Snaptrude project, control link access, and see what viewers can do in Present Mode.

Share a Snaptrude project when you want clients, consultants or other stakeholders to look at your design without changing it. You can invite people by email, or set link access so anyone with the link can open the project. People you share with this way get Viewer access, which is read-only. The Share dialog is available on every plan.

Note: Sharing gives view access only. To let colleagues edit a project, add them to a team in your organization. See Organizations, Teams, Roles and Permissions.

Invite people by email

  1. Open the project you want to share.

  2. Click Share at the top right of the project.

  3. In the Enter email address to invite someone box, enter the email address of each person you want to invite.

  4. Click Send Invite.

Each person you invite is added to the list in the dialog with Viewer permission. The project owner is listed as Creator. Invited people also receive an email with a direct link to the project.

Remove someone's access

  1. Click Share to open the Share dialog.

  2. Find the person in the list of people with access.

  3. Open the dropdown next to their name and select Remove.

Choose who can open the link

Below the list of people with access, the Share dialog has a link access setting that controls who can open your project:

  • Restricted: Only Those Added: only the people whose email addresses you added can open the project, as viewers.

  • Anyone with the link: anyone who has the project link can open it, as a viewer.

  1. Click Share to open the Share dialog.

  2. Below the list of people with access, select Restricted: Only Those Added or Anyone with the link.

  3. Click Copy Link and send the link to your collaborators.

Note: Project links don't expire. To stop someone from opening the project, remove them from the list or switch link access back to Restricted: Only Those Added.

Tip: Use Anyone with the link for quick reviews with people outside your organization. Switch back to Restricted: Only Those Added when the review is over.

Share a presentation

To send a client your presentation sheets rather than the model, share a slideshow link.

  1. Switch to Present Mode and set up the sheets you want people to see.

  2. Click Share.

  3. Click Copy Slideshow Link and send the link to your recipients.

What viewers can do

Viewers have read-only access. When a viewer opens a project in Present Mode, they see Viewer Mode, which has a limited toolbar with these tools:

  • Pan: move around the sheet.

  • Zoom: zoom in on details and back out.

  • Laser pointer: highlight parts of a sheet.

  • Sheet navigation: move between the sheets in the presentation.

Note: If a viewer needs to make changes, add them to a team in your organization.

Troubleshooting

  • The recipient didn't get the email. Ask them to check their spam folder, or click Copy Link and send the link to them yourself.

  • Someone can't open the link. If link access is set to Restricted: Only Those Added, only invited email addresses can open the project. Invite their address, or switch to Anyone with the link.

  • A collaborator needs to edit. Viewer access is read-only. Add them to a team in your organization instead.

Related articles

  • Organizations, Teams, Roles and Permissions

  • Creating Sheets in Present Mode

  • Export Sheets

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