How do I…
Choose which projects a member sees
Owners can let a Viewer, a Field member or an Editor, such as an outside contractor, see only the projects they tick, when inviting or later.
Where to find it: Settings › Members › Workspace members › the menu at the end of a member's row › Choose projects…
Every member sees All projects unless an Owner chooses otherwise. A Viewer, Field member or Editor can be limited; Owners always see all projects. Only Owners see the Members tab.
When inviting
- Under Invite member, enter the email and choose Viewer, Field or Editor.
- Set Sees to Only chosen projects and tick at least one project. Each project shows its client and address under its name, as the Projects list does. A long list has Search projects, which matches those too; archived projects are marked Archived.
- Choose Send invitation. The pending invitation says how many projects it covers, and the invitation page tells the person too.
For someone already in the workspace
- In Workspace members, the member's row says All projects or how many projects they see. Open the menu at the end of the row and choose Choose projects…. An Owner's row has no Choose projects…: Owners always see all projects.
- Choose Only chosen projects and tick the projects, or choose All projects to give them everything again.
- Choose Save. The dialog closes and the row shows the new count. Save waits until something changed; with nothing ticked it says "Choose at least one project, or set Sees to All projects." Cancel closes without changing anything. If the save is refused, the reason shows beside Save and your ticks stay.
The change applies without them signing out. A drawing they can no longer see closes within about 15 seconds. A copy already kept on their device for working without internet stays there, as it does for a removed member.
An Editor on chosen projects
Choosing Editor with Only chosen projects, in either order, opens Client details are shared: "Client names, phones and addresses are shared between projects. This person can change a client only when it's used on their projects alone." Tick Don't show this again to stop it appearing in this browser.
They draw and manage only their chosen projects. They cannot add or duplicate projects, or change company-wide settings such as cable types, Surround Sound presets and defaults. A client or address that a project they can't see also uses opens read-only for them, saying "Also used on projects you can't see — only the Owner can change it." See add a client or an address.
What they see
Only the chosen projects: on Home, their drawings, versions and PDFs, and the clients and addresses those projects use. A link to any other project does not open. The workspace's other projects, its client book, its other members and its billing stay hidden; the company profile and logo stay readable. They count among the people on the workspace's plan.
To make them an Owner, set Sees to All projects first, then change their role. What each role may do is in roles.