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
You can also right-click a project, folder, or template on the home screen and choose Share. The dialog uses the same sharing controls as the project drawer.
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 Members, enter one or more email addresses
- Click Invite
New collaborators join as Member. HVAKR skips your own address and anyone who is already a collaborator, so re-inviting an existing Owner or Admin never downgrades them.
Turn on Invite My Organization to grant access immediately to current organization members who do not already have access. Existing roles stay unchanged. Turn it off to remove their access, except for your own access and project owners. This switch is separate from the email invitation list; you do not need to click Invite.
Permission Levels
Section titled “Permission Levels”Each collaborator has one of four roles. Hover the info icon on the Role column for the same summary:
- Owner: full control, including changing roles and removing collaborators. Every project must have at least one owner.
- Admin: same project capabilities as Owner: can edit the project, delete it, and manage sharing, including changing collaborator roles. The sole Owner’s role cannot be changed or removed until a second Owner is added.
- Member: can edit the project
- Viewer: read-only on project data. A Viewer can still post in Chat, and can download an existing export but not create one
To change a role, pick a new level from the dropdown next to the collaborator’s name. To remove access, select (None) in the Role column. You cannot remove yourself or the sole owner from the drawer.
Copy a Project Link
Section titled “Copy a Project Link”Click Copy Link at the bottom of the drawer. The link only works for people who already have access. Invite new collaborators before sending them the link.
Managing Access
Section titled “Managing Access”Users With Access
Section titled “Users With Access”The Users With Access table lists everyone with access in standard User and Role columns. The default order is Owner, Admin, Member, then Viewer.
HVAKR Support
Section titled “HVAKR Support”Beside Invite My Organization, select HVAKR Support to share the project with the HVAKR team for engineering help. This switch changes support access immediately. Clear it to remove support access.
@mentioning HVAKR Support in a chat message also grants access. HVAKR adds Support as a Member as soon as you send the message — even if you dismiss the invite prompt.
Organization Members
Section titled “Organization Members”Organization membership does not automatically share projects. Use Invite 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