Sharing Projects
Share your HVAKR projects with team members, clients, or external collaborators.
Sharing a Project
Section titled “Sharing a Project”Access Sharing Settings
Section titled “Access Sharing Settings”- Open the project
- Click Share in the toolbar
- The sharing dialog opens
Invite by Email
Section titled “Invite by Email”Add collaborators:
- Enter their email address
- Select permission level
- Click Invite
Permission Options
Section titled “Permission Options”Choose the access level:
- Can edit - Full editing access
- Can view - Read-only access
Managing Access
Section titled “Managing Access”View Collaborators
Section titled “View Collaborators”See who has access:
- List of all collaborators
- Their permission levels
- Invitation status
Change Permissions
Section titled “Change Permissions”Modify access levels:
- Find the collaborator
- Click their permission
- Select new level
Remove Access
Section titled “Remove Access”Revoke access:
- Find the collaborator
- Click Remove
- Confirm removal
Share Links
Section titled “Share Links”Generate Link
Section titled “Generate Link”Create a shareable URL:
- Open sharing settings
- Click Copy Link
- Share the URL
Link Settings
Section titled “Link Settings”Configure link access:
- Anyone with link - Open access
- Organization only - Team members only
- Specific people - Invited only
Organization Sharing
Section titled “Organization Sharing”Team Projects
Section titled “Team Projects”For organization accounts:
- Projects are visible to all team members
- Default permissions from organization settings
- Consistent access management
External Sharing
Section titled “External Sharing”Share with people outside your organization:
- Add their email
- They create an account
- Access is project-specific
Notifications
Section titled “Notifications”Invitation Emails
Section titled “Invitation Emails”Invitees receive:
- Email with invitation
- Link to the project
- Instructions to access
Activity Updates
Section titled “Activity Updates”Collaborators can receive:
- Change notifications
- Comment mentions
- Project updates
Best Practices
Section titled “Best Practices”Access Control
Section titled “Access Control”- Only share with those who need access
- Use appropriate permission levels
- Regularly review who has access
External Collaborators
Section titled “External Collaborators”- Consider viewer access first
- Upgrade to editor if needed
- Remove access when complete
Sensitive Projects
Section titled “Sensitive Projects”- Limit sharing scope
- Use specific people only
- Audit access periodically