How To Guide
Sharing your Project

    Sharing your Project

    To share you sheet click on the Project Collaborator button found in the quick links toolbar. Use the lookup button to select who you would like to share the project with. When sharing with a user they will be able to edit the project. Contacts are unable to edit the project and will only be given viewer capability. 


    Viewer Access: This will provide read-only access to the project.  The user will not be able to modify any of the project tasks.  However, the user will still be able to add Chatter posts and upload files to project tasks.


    Editor: This will provide full access to the project.  The user will be able to modify project tasks, add collaborators, add chatter posts and upload files.