Sharing Projects
Share your HVAKR projects with team members, clients, or external collaborators.
Sharing a Project
Section titled “Sharing a Project”Open the Share Drawer
Section titled “Open the Share Drawer”- Open the project
- Click Share in the toolbar
- The share drawer opens on the right
Only project owners and admins can invite collaborators or change permissions. Other collaborators see the current access list but cannot modify it.
Invite by Email
Section titled “Invite by Email”Add collaborators:
- Under Invite New Collaborators, enter one or more email addresses
- Click Invite
You can also click Add My Organization to pre-fill every member of your organization, then remove anyone who should not receive access before inviting.
Permission Levels
Section titled “Permission Levels”Each collaborator has one of four roles:
- Owner — full control, including changing roles and removing collaborators. Every project must have at least one owner.
- Admin — can edit the project and manage sharing
- Member — can edit the project
- Viewer — read-only access
To change a role, pick a new level from the dropdown next to the collaborator’s name. To remove access, click the delete icon.
Managing Access
Section titled “Managing Access”Current Collaborators
Section titled “Current Collaborators”The Current Collaborators section lists everyone with access, their role, and whether the entry is you.
HVAKR Support
Section titled “HVAKR Support”Under HVAKR Team, you can grant HVAKR Support access to help troubleshoot your project. Toggle the switch on or off at any time.
Organization Members
Section titled “Organization Members”Organization membership does not automatically share projects. Use Add My Organization or invite individual emails to give teammates access.
Notifications
Section titled “Notifications”Invitees receive a project invitation email with a link to open the project. You can control which notification emails HVAKR sends from Settings > Preferences — see Account Settings.
Best Practices
Section titled “Best Practices”Access Control
Section titled “Access Control”- Only share with people who need access
- Start with Viewer for external reviewers, then upgrade if they need to edit
- Review the collaborator list periodically
External Collaborators
Section titled “External Collaborators”- Invite by email — they sign in with their own HVAKR account
- Access is limited to the projects you explicitly share
- Remove access when the collaboration ends