Working with Altium 365 / Sharing Projects and Collaboration
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Working with Altium 365

Sharing Projects and Collaboration

Using Altium 365, you can share your project with a few clicks with any user. This user can be your colleague, your coach, or the manufacturer's factory manager - absolutely anyone from anywhere in the world. A flexible sharing system including project access rights configuration will help to solve all tasks at any stage of the design cycle. 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 Altium Designer
Fig. 1 - Share button in the upper-right corner of Altium Designer
Share command in the right-click context menu of the project
Fig. 2 - Share command in the right-click context menu

Tip: Clicking Share will open the Share dialog for the currently active project.

After clicking Share, the Share dialog opens. This dialog allows you to share the project itself or share the project snapshot on the web.

Share dialog
Fig. 3 - Share dialog

Share Project is used if you want to share the live version of the project for full collaboration. Invited users can fully participate in the development of the project depending on the rights given to them. To share a project with a user:

Enter an email address or user name in the Share Project field. If you want, you can add a note in the Add Note field. Invited users will get your note in the invitation email.

Share Project configuration
Fig. 4 - Share Project configuration

Tip: Click on the eye icon to set access rights for the user(s) being invited. Select Can View or Can Edit. To share a project with a user with Can Edit rights, the user will need to be invited to a workspace. A dialog will open that allows you to invite the users to the workspace.

After specifying the list of users to be invited, click Share at the bottom of the dialog. Users on the list will receive an invitation in their email. Once they accept the invitation, they will be able to access the project and perform updates.

Notification, that the project was successfully shared with the listed users
Fig. 5 - The project was successfully shared with the listed users

Click Who has access to view and edit the list of all users that have access to the project. To edit their access rights, click the ▼ associated with their name. 

The list of everyone who has access to the project
Fig. 6 - The list of everyone who has access to the project

You can also share the project snapshot, which is an uneditable copy of the project that will not allow updates by the recipient. The project can be shared either by link or by specifying a list of email addresses, as in the 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. Click the Generate Link button.

Sharing the snapshot window
Fig. 7 - Sharing the snapshot

After generation, the link will be available to everyone within 48 hours.

Snapshot link is generated
Fig. 8 - Snapshot link is generated

To give permanent access to the snapshot and give the ability to discuss the project in context, specify a list of email addresses of users to be invited to this process. To do this, toggle Share with specific people.

Share with specific people is turned on
Fig. 9 - 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 is defined
Fig. 10 - Email address with a note 
Invitation received by the user
Fig. 11 - 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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