Sharing a Project
You can share a project using individual Email ID. Once you share a project, the recipient(s) are automatically notified by the system via an email which includes link to access Project data along with auto-generated account details.
While Sharing a project, you have full control in deciding what information can the recipient see and how he or she can interact with the data. This is done by use of Permission Groups which are applied at the time of sharing itself. Refer to the article on "Creating and Managing Permission Groups" for more information on what configurations you can set. You can give various rights to the recipients when you share the project.
You can also edit the permission group that has been applied even after the project has been shared.
To share a new project from the Results view – SHARE tab
After doing the search select the specific records or all the records from result view tab
- Click on Share, a window will open
- Check on whether to Share 1) All Results 2) Selected Records (if you have already selected All Results from result view then you won’t be able to check the Selected Record option)
- If you applied a filter to your result set then you can select those records for sharing.
- Enter new Project Name in description
- Add Recipient Email Id
- Give permissions to the shared user for 1) View Project or Edit Project and 2) View Comments 3) Edit Comments 4) Not See Comments
- Add Note to Recipient
- Click on Submit button
- Click Close icon
- You will see a notification
Sharing Option-Inside the Project
Share the current project as a whole or a select set of records to a different user by adding his/her email Id.
- Click on Share, a window will open
- Share a project or Selected records
- Add Recipient Email Id
- Give permissions to the shared user for 1) View Project or Edit Project and 2) View Comments 3) Edit Comments 4) Not See Comments
- From Advanced sharing options, select from a list of permission to be allotted to the share user for that particular project
- Click on ‘Shared Users’ list to get the list of users with whom you have shared the project. Here, from the drop down you can select if the shared user can view or edit the project. You can also select if you have shared any permission group with the user. You can also delete a user as shown below:
Sharing a Project with Non-PatSeer Shared User
- You can also share a project using individual Email ID which is not registered with PatSeer or do not have a PatSeer subscription.
- Follow the above steps to share a project.
- When the project is shared for the first time, the shared user will receive a login credential as shown below:
- You can use the login credential for the first time login and then once you change the password, you can use the same as long as you need
Unsharing one or multiple projects at the same time
- You can also unshare a project, by going to the sharing and collaboration section of User Management as shown below:
- The sharing and Collaboration section will help you to unshare projects(s) with shared users from your account as shown in the image below:
Creating Sharing Permission Groups from the Settings
You can create the project sharing permission groups from the settings option on the top right besides the activity stream option.
In this option you can select the appropriate option and create the permission group. You can also save your selection using the Save As option.
Replicate Sharing setup of one user with a new user
Now, using the sharing and collaborations option you can directly share all existing shared projects within your team with the new member, ensuring they have immediate access to relevant information and resources. This helps save time since you no longer must share the projects one by one with a new team member.
Note:
PatSeer Premier / Premier Plus: 10 Shared user credits ( project share limits )
PatSeer Pro X: 20 Shared user credits ( project share limits )