Differences

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--- sharing_files_and_folders [2023/09/27 17:31] – [Gifting a project] jsmith
+++ sharing_files_and_folders [2024/11/16 17:17] (current) – yvonne_moore
@@ Line 6: / Line 6: @@
   * gift projects for others to adapt to their own needs
   * share folders.
 ===== Sharing a project =====
@@ Line 13: / Line 12: @@
 \\
 ===== Gifting a project =====
 You can also gift a copy of a project to a colleague, which allows them to adapt the project to their own needs. This is explained in detail in the [[:project_properties
-#Give_this_project|Give this project]] section on the **Project Properties** wiki page. \\
+#Give_this_project|Give this project]] section on the **Project Properties** wiki page.   \\ \\ If you are sharing a project with someone on a different installation you need to export the project as a deployment zip, make it available to the other person. They would then import the deployment zip into their Workspace, using the Import tab in their Workspace Properties.\\
 \\
+===== Sharing a folder (new in 3.12) =====
+You can share a folder with one or more colleagues, enabling you to manage a set of projects you are working on as a team.
-===== Sharing a folder (new feature in Release 3.12) =====
-You can share a folder with one or more colleagues, enabling you manage a set of projects you are working on as a team.
   - In the **Workspace**, highlight the **folder **that you want to share, and click on the** orange ‘i’ icon**
   - Click on the **Shared settings** tab
-  - Start typing in the name of a person you want to share the folder with
+  - Start typing in the name of a person, or group, you want to share the folder with
-  - If that person has an account in the installation, their full name will be auto-suggested.
+  - If that person has an account in the installation, or the group has already been created, the name will be auto-suggested.
-  - Click on **Add user** to add them
+  - Click on **Add user** or **Add group** to add them
-  - Choose their role from the radio buttons  (see **Shared settings** on the **Project Properties** wiki page for information on roles)
+  - Choose the relevant role, for the person or group, from the radio buttons (see **Shared settings** on the **Project Properties** wiki page for information on roles)
-  - Repeat this step for all the other people you want to share the folder with.
+  - Repeat this step for all the other people or groups you want to share the folder with.
 Here are a few points related to permissions to bear in mind;