Sharing

In the Sharing panel, you can share the specification set or spec section by modifying the sharing setting or by copying and pasting the its hyperlink.

  1. Open the specification set or spec section.
  2. On the navigation toolbar, click group .

By default, the Sharing panel displays the original author, which is the user who created the specification set or spec section. If you change the author, only the current author receives notifications.

  • In the Author section, click more_horiz (More) > Edit, and then select a name.

You can grant access to everyone with permission for specification sets or spec sections in the project, or limit access to people in participating companies. Participants include the author, assignees, and courtesy copy recipients, as well as individual contacts and contacts of companies that are listed in any standard record fields.

If the specification set or spec section author is changed, the original author still has access to the record. The company of the original author is a participating company only if the original author's name is displayed in the Sharing panel or if another participant is a member of that company.

In the record settings, the project's primary company can be granted access, which overrides the sharing setting for people from the company.

  • In the Shared With section, select an option:
    • Entire Project: Everyone with permission for specification sets or spec sections in the project.
    • Participating Companies: Only people who belong to the companies that are participating in the specification set or spec section. This includes the author, assignees, and courtesy copy recipients.

The specification set or spec section hyperlink is generated automatically when you create a specification set or spec section.

  • In the Link section, click Copy.

    • The link is copied to your clipboard and is ready to be shared. For example, you can paste the link in an email.

    • If ProjectSight doesn't have access to your clipboard, the entire hyperlink text is selected automatically. Then you can use keyboard shortcuts to copy and paste it.
    • The recipient must have the related permissions to view or edit the specification set or spec section.