Share Project

How to grant "View-only" access to users from outside your organisation

 

Share live project data with colleagues or external third parties in a few steps - view-only access, no account required. 

  1. Open your project and click "Share Project" in the top-right corner. Two options will be available, "Copy project URL", this is to share the url to the project with a colleague from your organisation or "Share externally"  to share with a view-only user outside the organisation.
share button
  1. Enter the recipient's name and email address and send the invite by clicking "Share project". 

    Note: The button will be available to click only when a valid recipient's email is entered in the field.
share project
  1. The recipient receives an email - they click "View Project", enter their email, and receive a one-time access code.
  2. TotaLite sends a one-time access code to that email, valid for 10 minutes. 
  3. The recipient enters the code to view the project. Access is view-only — no editing permissions.

What does the recipient see?

  1. An invitation email from the project admin. 
  2. A link to join the project.
  3.  A request to authenticate — clicking through sends a one-time access code to a second email, valid for 10 minutes. 
  4. Entry of that code, which opens the project in view-only mode.

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