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Pro: Share Projects and Components

This guide applies to the pro versions of Heatpunk

With Heatpunk pro you're able to collaborate with your team by sharing projects and components. See below how you can configure your sharing settings. 

Understanding sharing options

You will have the following options when sharing projects and components in Heatpunk:

  • View: Users will be able to view projects or use the component, but not edit it.
  • Edit: Users will be able to view and make changes to the project or component. 
  • Manage: Users will be able view, edit and permanently delete the project or component, transfer ownership of the project and change or remove other users or team's access to the project or component

Note: the Owner of a project will get email notifications when a document from that project is e-signed. The owner will also have Manage permission by default. 

Default sharing 

Each user in a Pro team can configure default sharing settings for the projects and components they create. Navigate to My account > Preferences > General and then Default sharing.

In this section, simply select which sharing permissions you would like to be granted automatically when creating a project or component. 

image.pngDefaultPermissionsHP.gif

Note: This will only apply to new projects.projects and components. If you would like to share old projects,projects or components, see below for instructions on manual sharing. 

Manual sharing

If you would not like projects or components to share by default, you also have the option to share individual projects or components manually. You will also have the option to transfer ownership to another user when sharing manually. 

Note: You can only configure sharing permissions on projects and components ownedyou byown you.or have manage access to.

Sharing a project or component

Project sharing

You can share a project via your list of projects on the My Projects page, or via the project overview page on a specific project.

  • From your project list on the My Projects page - click on the share icon on the project you want to share

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  • From the project overview page of a specific project - click on the share icon in the top left of the project.image.png

Component

Once you have found the project you want to share, you can then view who has access to a project and edit their permissions.

  • Select permissions: Select from the drop downs which permissions you'd like given on the project
  • Change owner: If you are the owner of a project or have manage permissions, you will see the option to Transfer ownership. Click this to view the list of users you can transfer to and select the new owner. 
  • Share link: Click the copy icon to give someone a direct link to view the project. They will need to also have the right sharing
 access
  • Save: Click Save to confirm any changes

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    Sharing a component

    If you are using custom components in Heatpunk, you can share those owned by you with other members of your team. Select My Components from the left sidebar and then select the component type to find the component you want to share.

    Click on the share icon to configure sharing for the component. As with projects, you can then view who has access to the component and choose which permissions to give.

    Warning: You need to share both the manufacturer group and the individual component.

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    Selecting which permissions to give

    Once you have chosen the project or component you want to share, you can then select the team you want to share with and set the permissions you want to apply. Click save in the bottom right corner. If you have lots of members in your team, you may need to scroll down to see the save option.

    If you want to change ownership of the product or component, click on the make owner button beside the name of an individual user in your team. This will assign ownership to that user and you will no longer have permissions to configure sharing. 

    Once you have shared a project with a user, you can use the copy project link button to get the URL of the project to share directly.

    image.png

    Understanding sharing options

    You will have the following options when sharing projects and components in Heatpunk:

    • View: users will be able to view projects or use the component, but not edit it.
    • Edit: users will be able to make changes to the project or component. 
    • Delete: users will be able to permanently delete the project or component.
    • Change owner: users will be able to transfer ownership of the project or component to another user.

    Viewing projects shared with you

    To view projects shared with you, make sure this option is selected in the project list page: 

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    Projects owned by others will say Owned by [name] in the top right corner of the project:

    image.png

    If you're having trouble with any of these permissions or would like to share with individual members of your team rather than the whole team, get in touch with our support team.

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