project.share.wizard.view.form project.share.wizard

Choose one of the following access modes for your collaborators:

  • Read: collaborators can view tasks but cannot edit them.
  • Edit with limited access: collaborators can view and edit tasks they follow in the Kanban view.
  • Edit: collaborators can view and edit all tasks in the Kanban view. Additionally, they can choose which tasks they want to follow.
project.share.wizard.view.form project.share.wizard

People invited to collaborate on the project will have portal access rights.

They can edit shared project tasks and view specific documents in read mode on your website. This includes leads/opportunities, quotations/sales orders, purchase orders, invoices and bills, timesheets, and tickets.

You have full control and can revoke portal access anytime. Are you ready to proceed?

 Share Project project.share.wizard form new