Shared Access Management

Understanding the Dynamics of Sharing and Unsharing Projects in Innoslate

Sections Available in this Section

Feature Description
Sharing a Project Sharing a project in Innoslate allows you to provide access to other users or teams, enabling collaborative work.
Unsharing a Project Unsharing a project in Innoslate revokes previously granted access from users or teams.

Sharing a Project

1.   Open the project you wish to share and click the Share’ icon in the top navigation bar.

Share-1

 

2.   This will open the ‘Share your Innoslate Project’ dialog. Here, you can ‘Add Another User’ by choosing the username/email from the dropdown menu. On certain organizations, you may need to type out the full username or email of the Innoslate user with whom you wish to share your project.

ShareSelectUser

 

3.   Next, using the second dropdown menu, select which project-level permissions (Owner, Collaborator, Reviewer, Viewer) you wish to grant the selected user.

ShareRole

 

4.   Click the ‘Share’ button.

ShareProjectButton

 

You will now see that user added to the list of ‘Innoslate Account Users’ under ‘Project Permissions’ in the dialog box. In addition, that other users will be sent an email notifying them that you have shared a project with them in Innoslate. When you are finished, click the ‘Close’ button to exit the dialog.

CloseShareModal-1

Unsharing a Project

If you wish to unshare a project from a user you previously shared with, you can edit or remove their project-level permissions.

1.   Open the project that is currently being shared and click the Share’ icon in the top navigation bar.

Share-1 (1)

 

2.   This will open the ‘Share your Innoslate Project’ dialog. You should see a list of ‘Innoslate Account Users’ that currently have access to your project. You can change the level of permissions granted to that user by using the dropdown menu under the ‘Permissions’ column to the right of their username.

Screenshot 2023-07-20 at 1.09.53 PM

 

3.   You can also unshare your project from a user completely, by selecting the ‘Remove’ button to the right of their username.

Unshare User From Project

 

4.   When you are finished, click the ‘Close’ button to exit the dialog.

Close Share Modal

Tutorial Video