Sharing projects, watch lists, and annotations with other users

You can share projects, watch lists, and annotations with the following:

Sharing projects, watch lists, and annotations

To share with individual users

  1. On the Share This... dialog box, click the Users tab.
  2. (Optional) In the Closedsubaccount drop-down list, scroll down to the subaccount (all or a specific one) that you want to share with.
  3. On the left pane, select the users () whom you want to share the project or watch list with. The user is copied to the list on the right pane.
  4. To specify user permissions for the shared item, select View or Modify from the drop-down list next to a user's name.
  5. (Optional). If you share data with more than one user, you can click Create a group, which immediately creates a group based on the users you have selected. By creating a group, you can quickly share new data in the future with the same people.
  6. Click Apply. An email is sent to the users notifying them that an item has been shared with them. Users can click on in the item that is shared with them to turn notifications on or off.

To share with a group of users

  1. On the Share This... dialog box, click the Group tab.
  2. On the left pane, select the group you want to share the project or watch list with. (You can share an item with all users from your subaccount by clicking (All users in my subaccount).) The group is copied to the list on the right pane.
  3. To specify permissions for the shared item, select View or Modify from the drop-down list next to the name of the group.
  4. Click Apply. An email is sent to the users notifying them that an item has been shared with them. Users can click on in the item that is shared with them to turn notifications on or off.

To share with an entire subaccount of users

  1. On the Share This... dialog box, click the Users tab.
  2. In the subaccount drop-down list, scroll down to the subaccount (all or a specific one) that you want to share with.
  3. Click next to the name of the subaccount with which you want to share your item.

 

Sharing permissions

For each shared project or watch list, you specify the kind of access you want to grant to each user or group of users (in a subaccount):