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Sharing a Project with other Stakeholders
Sharing a Project with other Stakeholders
Updated over 5 months ago

By following these steps, you can quickly invite project members to view or edit the project with a single click:

Step 1: Open the project you wish to share & click on the 'Share' button, located at the top right corner.

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Step 2: In the prompted window, enter the email ID of the individual(s) you wish to add to the project. Then, click on "Send Invite". The member will be added to the list with default 'Viewer' permission. Furthermore, recipients will receive an email notification containing a direct link to access the project.

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Step 3: If you want to grant editing permissions to the added user, select 'Editor' from the drop-down menu next to the user's name. Additionally, if the project is in a team with a custom role specified in the 'Custom Roles' tab, you can assign that role to the stakeholder here as well.

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Step 4: Below the list of users with access to the model, there’s an option to change the permissions of who can see your Snaptrude project. You can choose between “Restricted: Only those added” and “Anyone with the link”.

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Note: “Restricted: Only those added” indicates that your Snaptrude project is only accessible to those whose email IDs you’ve entered here. “Anyone with the link” shows that anyone with the link to your Snaptrude project can access your model but only as a viewer.

Step 5: Optionally, you can copy the URL of the model and send it to your collaborators for easy access.

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Step 6: To remove the user, click on the dropdown and select Remove.

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