⚡Sharing and Collaboration

[Organization feature]

Share projects within your organization

Within an organization account, projects can be shared with other members. To collaborate on projects in your personal account, you must first move them to the shared organization account. To do so, click on the 3-dot menu to the right of the project name. Choose the Move option.

Choose the Move option from the 3-dot menu.

A pop-up window opens up, choose your Organization from the drop-down menu and click Move.

Select your Organization and Move the project.

To switch to the Organization Account, click on the drop-down menu in the top-left corner of your screen where it currently says "Personal Account." From there, select the organization name (in this case, C.Scale).

Choose your Organization name in the drop-down.

Awesome! You’re now on the Organization Dashboard. Here, you can view all the projects your organization is working on in real-time.

Organization Dashboard view.

Click on any project to see who in your organization has worked on it and made updates. In the left-hand panel, you’ll find a history showing when the project was last edited and by whom.

See latest updates to the project.

To see information about who updated individual scenarios within projects, simply hover over the scenario name.

See latest updates to the scenario.

Share projects with external guests

Building design and decarbonization is a team sport. Often, there will be maany stakeholders who need to work on a model simultaneously - the structural engineer might input the structural quantities while an interior designer adds the room and finish schedule.

If these consultants are external to your organization, you will need to share the project with that consultant. This will give that person edit access to a specific project within your org.

To share, click the share icon in the upper left hand project panel (or navigate to sharing within the Project Settings panel)

This will open the Project Settings panel with Share selected. This is where you can send or invitations, view current external project members, and remove guests from the project.