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Share a project

Give people access to a project, decide what they may do there, and open a project to everyone in an account. Access is per project; a person who is a member of your account still needs access to each project.

Prerequisites

  • Owner access on the project. Anyone on the project can open Sharing and see who has access, but adding people, changing roles and granting account access are owner actions.

Roles

Role What it allows
Owner Can make changes to the project, invite contributors and manage sharing.
Editor Can contribute to the project: add contributions, set up interviews and research, and make artifacts.
Viewer Can view the project. Its title bar shows a Viewer chip, and the add buttons are hidden. From Sharing, a viewer can Request Editor access from the owners.

Share with people

  1. Open the project and click Sharing in the rail.
  2. In the field at the top, enter an email address or pick a name. If no AlisX user has that address yet, you can create a user for them with Create user, then Create user and share; that way they are not notified.
  3. Choose the role and click the share button at the foot of Sharing. It counts who you are adding: "Share with 1 person", "Share with 3 people".

The person receives an email saying they have been granted access. To hear from someone without giving them the project, set up an interview instead; see Run an interview.

To change a role or remove someone, use the selector or Remove access next to their name under People with access.

Open the project to an account

Under Accounts with access, the associated account is either Restricted ("Only people with access can open") or open to "Everyone in the associated account". Switch it to give every member of the account viewer access at once.

If the account has a build partner, the partner is listed here too, with its access to the project.

A project that has had a public contribution link generated shows Publicly accessible in Sharing: anyone with such a link can view and contribute to the project. Revoke public access removes that; anyone who is not explicitly a contributor loses access.

Find projects shared with you

On Projects, the This account tab lists the projects in the selected account; Shared with me lists projects from other accounts that were shared with you. Search by account or project name. Opening a shared project does not need Ideate access on your own account.