Pro: Share projects and components

With Easy PV Pro you're able to collaborate with your team by sharing projects and components. See below how you can configure your sharing settings. 

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Understanding sharing options

You will have the following options when sharing projects and components in Easy PV:

• View:View: usersUsers will be able to view projects or use the component, but not edit it.
• Edit:Edit: usersUsers will be able to view and make changes to the project or component. 
• Delete:Manage: usersUsers will be able toview, edit and permanently delete the project or component.
• Change owner: users will be able tocomponent, transfer ownership of the project and change or remove other users or team's access to the project or component
to

another

Note: userthe Owner of a project will get email notifications when a document from that project is e-signed. The owner will also have Manage permission by clickingdefault. Change owner beside the email address. 

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Default sharing

Each user in a Pro team can configure default sharing settings for the projects and components they create. Navigate to My account > Preferences > General and then Default sharing.

In this section, simply select which sharing permissions you would like to be granted automatically when creating a project or component. 

Note: This will only apply to new projects.projects and components. If you would like to share old projects,projects or components, see below for instructions on manual sharing. 

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Manual sharing

If you would not like projects or components to share by default, you also have the option to share individual projects or components manually. You will also have the option to transfer ownership to another user when sharing manually. 

WarningNote: You can only configure sharing permissions on projects and components ownedyou byown you.or have manage access to.

Sharing a project

You can share a project via your list of projects on the My Projects page, or via the project overview page on a specific project.

• From your project list on the My Projects page - click the  share icon on the project you want to share
• From the project overview page of a specific project - click the share icon in the top left of the project.

  

Once you have chosen the project you want to share, you can thenview who has access to a project and selectedit thetheir permissions you want to apply..

• Select permissions: Select from the drop downs which permissions you'd like given on the project
• Change owner: If you wantare tothe change ownershipowner of thea project or component,have clickmanage make owner beside the name of an individual user in your team. This will assign ownership to that user andpermissions, you will nosee longerthe have permissionsoption to configureTransfer sharingownership. Click this to view the list of users you can transfer to and select the new owner. 
• Share link: Click Save in the bottomcopy righticon corner.to Ifgive yousomeone havea lotsdirect oflink membersto inview yourthe team,project. youThey maywill need to scrollalso down to seehave the saveright optionsharing access
• OnceSave: you have shared a project with a user, you can clickClick Copy project linkSave to getconfirm theany URL of the project to share directlychanges

If you are not the owner of a project or do not have manage permissions, you will not be able to configure the sharing on a project: 

If a user with manage permissions has shared on a project, you will see them in the list of 'People and groups with access': 

Sharing a component

If you are using custom components in Easy PV, youyou'll canbe able to share thoseany ownedcomponents bywhere you withhave otherManage members of your team.permissions. Hover over the Components option in the main site navigation and then select the component type to find the component you want to share.

Click the share icon to configure sharing for the component. As with projects, you can then view who has access to the component and choose which permissions to give.

Warning: For custom inverters and solar panels, you need to share both the manufacturer group and the individual component.

As with projects, you can then choose which permissions to give and then click Save. 

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Viewing projects shared with you

To view projects shared with you, make sure this option is selected in the project list page: 

Projects owned by others will say Owned by [name] in the top right corner of the project:

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​Still Need Help?

• Related FAQs: Check out our Pro FAQs for answers to common questions
• Related guides: Take a look at Setting Up Your Pro Account or Pro Team Management for more information on setting up your Pro team
• More Examples: Book onto a Pro demo session to see this feature in action

Contact Support: If you require additional assistance, feel free to get in touch with our support team at help@easy-pv.co.uk (UK) or help@easy-pv.ie (IE). If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.