In your Project Manager menu, you'll see three buttons at the top right of the page. These settings allow you to filter your Project by all projects, your personal projects, and account-level projects.
Next to each Project, you'll also see some action items or buttons - View Notes, View Change History, Share, and Archive.
Sharing Projects: Select the share button. You can choose to share the project with specific members or your account or choose to share the project with your whole organization. For each member you select to share your project with, you can choose the permission set you would like to allow for each:
- Edit: enables the user to add or remove documents from the project.
- Admin: enables the user to manage the project (change project name and description, as well as add or remove other users and change permissions
- If no option is selected, users will only be able to see the documents inside the project.
Project Notifications: You'll be notified when you are given access to a new project. To view updates to projects, click on the Alert Manager menu. You'll also be able to view alerts related to projects in the notification (bell) icon in the top right of your application window.
For projects that have been shared with you, you can choose to remove them from your view if desired. Project owners can delete the project or change the settings so it will no longer be available to any users.
Project Permissions: When a project is shared with you, you will be able to see the permissions you have. When viewing your projects, you can use the color coding to see quickly if you are an admin or owner (green) or an editor or viewer (black).
Projects that have been shared with you or are part of an account will be identified with a "shared" icon. When adding documents to a project, you can also see which projects are shared based on the same icon.