This guide outlines how users can quickly open the Share Modal directly below the Assign dropdown on the Project Page, making it easier to manage project sharing and visibility.
🧠 What’s New?
Previously, the Share Modal was only accessible via the three-dot menu (⋮) on the Project Edit page. This new feature introduces a dedicated “Share…” button directly under the Assign dropdown, making it:
- More visible
- Easier to access
- Informative, by displaying the number of users the project is currently shared with
👤 Step 1: Accessing the Share Modal from a Project Page
Once the feature is enabled:
- Go to a Project Page where you want to manage sharing.
- Locate the Assign dropdown (top right of the page).
🔹 New Button: “Share…”
- Under the dropdown, you’ll now see a button labeled “Share…”.
- The button also displays the number of users the project is currently shared with.
- Example:
Share (2)…
means the project is shared with 2 users.
- Example:
- This count provides quick insight into how broadly the project is currently distributed.
🖱 Step 2: Opening the Share Modal
- Click the “Share…” button.
- The Share Modal will immediately open.
- From here, you can:
Add or remove users
- View existing shared users
- Assign roles or permissions as applicable
- Edit permissions
- Apply and save changes to project sharing
📋 Benefits of This Feature
Feature | Benefit |
---|---|
Share count on button | Instant visibility into who has access |
Dedicated button under Assign | Streamlined access to share settings |
Modal consistency | Same Share Modal as the 3-dot menu method |
📝 Example Scenario
You’re managing a project and want to ensure your site inspectors and regional managers all have access:
- Instead of going through the 3-dot menu, click the Assign dropdown.
- Click “Share (2)…” to open the modal.
- Add the new users or groups directly from the modal.
- Save and close — done in just a few clicks.
💡 Tips
- You can still access the Share Modal from the 3-dot menu if preferred.
- Use the share count to routinely audit who has access to sensitive or high-priority projects.
- Combine this with the User Tagging & Easier Sharing features for maximum efficiency.
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