Getting Started with Altium 365 / Allowing Access to Your Project: Design Collaboration
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Getting Started with Altium 365

Allowing Access to Your Project: Design Collaboration

Working on a project using Altium 365 can be organized individually or for an entire group by Sharing. This chapter describes how to provide access to other Users and control any changes. When you Share a project, the User is granted access to the project, but not the Workspace. If you want to provide access to your Workspace, you must add the User to the Workspace following the instructions in the Inviting Users to Collaborate chapter.
 

Project sharing can be performed by selecting the Share command on the right-click context menu from the Projects panel, or by clicking Share in the upper-right corner of Altium Designer.
Share button In the upper-right corner of the Altium Designer working window
Fig. 1- Share button In the upper-right corner of the Altium Designer working window
Share command in the context menu of the Projects panel
Fig. 2 - Share command in the context menu of the Projects panel

After clicking the button or selecting the command Share, the dialog box opens. This dialog box allows you to share the project itself or a share snapshot of the project on the web.

Share dialog
Fig. 3 - Share dialog

Use the Share Project option if you want invited users to have full access to the project, depending on the permissions granted to their email or to their Role.

Start entering your email address or user name in the Share Project field and select the appropriate option.
If you want, you can add a note in the Add Note field. Invited users will receive your message in the invitation via email.
In the drop-down menu, select Can View or Can Edit to the right of the specified User.
Filling in the User, note, and access rights.
Fig. 4 - Filling in the User, note, and access rights

 

After specifying the list of invited users and selecting access rights, click the Share button of the dialog box. Users from this list will receive an email invitation. Once they accept the invitation, they will be able to access the project and perform the updates.

Tip: If you are sharing with a User not included in your Workspace, you will be asked to select between Share for Viewing and Share for Editing permissions. You can invite the User to your Team later.

Sharing outside of Workspace Team
Fig. 5 - Sharing outside of Workspace Team

 

Successful share of the project to users
Fig. 6 - Successful share of the project to users

 

Click the Who has access link to view and edit the list of all users who have access to the project. The button ▼ opposite the user name allows you to modify access rights. Note the special Everyone in the team permissions on the list.
List of users who have access
Fig. 7 - List of users who have access

 

You can also Share a Snapshot of a project that cannot be edited. The project can be shared either by link or by specifying a list of email addresses, as in previous steps. The user who receives the link will be able to open the project in the web browser, but cannot comment on the project.

To share a snapshot of the project:

Click Snapshot on the Web in the Share dialog.
Sharing the snapshot
Fig. 8 - Sharing the snapshot
Click the Generate Link button.

Tip: After generation, the link will be accessible for 48 hours.

Snapshot link is generated
Fig. 9 - Snapshot link is generated

 

To give permanent access to the Snapshot and provide the ability to Comment on the project in context, specify a list of email addresses of Specified Users. Toggle Share with specific people.
Share with specific people is on
Fig. 10 - Share with specific people is on

 

Enter a list of the email addresses of the users you want to invite. You can also add a note to the invitation that all invited users will receive. After entering all data, click Send to send the invitation.
Email address with a note
Fig. 11 - Email address with a note

 

The recipient will receive a similar message that contains a link to go to the workspace.
Invitation received by the user
Fig. 12 - Invitation received by the user

 

Tip: You can view all the snapshots you have shared by clicking My Altium 365 - Uploads in the Share dialog after the initiation is shared.

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