Sharing Basics

TOC

Requirements

Minimum requirements:

• You must be added to a team by someone in an Admin group role (Admin, Project Admin, or CupixWorks CSM).

Group Role Access

Permissions granted to team members based on group roles:

• A User can share a SiteView. They are limited to Map View access.
• A Project Admin can share subitems (Projects and SiteViews) within their assigned project.
• A Team Admin can share subitems (Workspaces, Projects, and SiteViews) within their team account.

Read more about the different group roles. 

Shareable Project Access

Here is a table that shows what access to data can be shared with a user based on the permission type:

Read more about permissions on and sharing.

Sharing In Project Center

Here is how to share items in Project Center:

1. Click on the item you want to share. For example, I have chosen to share a Report. (Note: make sure you have clicked on the Info about the selected item icon  on the right side.)
2. Click on the Sharing tab, then the blue Manage Access button. 

   

3. Add the email address of each team member or choose a group to give permission to. 
4. Choose the permission level. (See above {insert anchor link here} for an explanation of each option.) 
5. Check the "Notify people" box and/or "Add message" options. Otherwise, click on the Send button to provide permission. 

Note that you can also change the access permissions a member has or remove a team member from here as well.

Sharing via Email Domain

An entire email domain can be given access to an item with a Group.

Important notes: 

• CupixWorks doesn't send a notification to an entire email domain. Only people who know the URL link to the item can gain access.
• When someone with an email address in the blanket domain visits the item, that person authenticates themselves via email (i.e., type in their email address joe0005@acme.com) in order to gain access.
• Users and groups can be viewed under Settings .

For example, consider a group called "plumbing vendor", where anyone with an @acme.com email address can immediately gain access to an item in CupixWorks.

Here is how to set this up:

1. In Project Center, click on the Settings icon
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2. Click on Groups  .
3. Highlight the group, then click on Edit. (Make sure you click on Info about the selected item  .)
4. Add a domain to the Auto-Join Group Email Domains list, then click on the Save button. 
5. Now return to the item you want to share in Project Center, and choose the group (follow the steps listed in Sharing in Project Center above).