A project file reaches the whole project team
Who is involved
| Role | What they do |
|---|---|
| Project manager | Uploads files and decides who sees each. |
| Project member | Opens the files they are given. |
Step by step
- Project manager
Uploads a specification on the project's Documents panel.
What they see:The file is listed on the project.
- Project member
Opens the project's documents.
What they see:The file is listed and opens in view mode.
- Project manager
Narrows the file to the three people working on it.
What they see:Other members no longer see it.
- Project manager
Adds a new member to the project.
What they see:The new member receives view access to the files linked to the project.
- Project manager
Removes a member from the project.
What they see:That person's access to the project's files is taken away.
Who is told what
No alert is sent when a file is linked or shared.