SiteView Permissions and Sharing

TABLE OF CONTENTS

• Introduction
• Sharing a SiteView
  • Share with Others
    • Add People And Groups
    • Update User Permission
    • Remove User Access from SiteView
  • Get Shareable Deep Link
  • Copy Link To ExecView
• Publicly Accessible Links

Introduction

SiteView allows users to share captures, compare captures from different dates or BIM side by side, view reality capture data, make measurements in panos, communicate with annotations, and much more!

To start sharing, click on the Share button at the top right menu:

Sharing a SiteView

There are three ways to share a SiteView with other people:

• Share with Others - control access and invite a new or existing team member to the SiteView.
• Get Shareable Deep Link - generate and share a link directly to the SiteView.
• Copy Link to ExecView - copy the SiteView link to provide a simplified experience.

Access comparison:

	Change SiteView permission	Share SiteView link	Enable/disable public access in Project Center
Share with Others	✔	✔	✔
Get Shareable Deep Link		✔	✔
Copy Link to ExecView		✔	✔

Share with Others

Add People And Groups

You can directly invite a person or group of people using their Cupix account emails.

In the field below, you can enter a person’s Cupix account email address or type the name of a group of Cupix users to share your SiteView with. A list of users and/or groups can be added in this manner.

Note: Only users with Cupix accounts are listed, and only Cupix account emails can be added in this manner. If you need to share your SiteView with someone who does not have an account with Cupix, send them the SiteView link by clicking ‘Copy Link’ - they will be prompted to create an account in order to view the SiteView.

Once all users are selected, you can immediately set their access permissions from one of four options:

• Read-only - View the SiteView.
• Create subitems - View the SiteView and create annotations.
• Create and edit all subitems - View the SiteView, and create and edit annotations.
• Create, edit, and share - View the SiteView, create and edit annotations, and share the SiteView with other team members.

You can also choose to notify and add a message that will be sent to the people you are sharing your SiteView with in this manner.

Update User Permission

The bottom of the window lists all users that have access to this SiteView, as well as their current permissions settings.

To modify a user’s access and permissions to a SiteView:

1. Click the drop-down menu to the right of their name. 
2. Select the new level of access.

Remove User Access from SiteView

To remove a user’s access to a specific SiteView, click on the X to the right of their permissions level. The user will be deleted from the list and no longer have access to the SiteView.

Get Shareable Deep Link

1. Click on the Share button -> Get Shareable Deep Link.

2. A short link is automatically generated for your SiteView exactly as it exists right now. Copy the link to your clipboard by clicking the Copy Link button.

3. Use the link to share your SiteView with people who do not have a Cupix account. In order to view it, they will be prompted to create a new account with Cupix. You can then monitor and update their access to this SiteView.

(Note: If the SiteView has been set up as publicly accessible, anyone with the link will be able to view it. See below for details on activating/ deactivating this feature.)

Copy Link To ExecView

To provide a simplified version of your SiteView:

1. Click on Share -> Copy Link to ExecView. A message will appear at the bottom right corner confirming the action.

   

2. Open a new browser tab.
3. Click in the search/URL bar.
4. Hit ctrl + v to paste the link into the search/URL bar.
5. Hit the enter button to open the link.

Publicly Accessible Links

If the SiteView is publicly accessible, a warning will appear at the bottom of the Share with Others and Get Shareable Deep Link option screens:

To change a SiteView to or from publicly accessible, you must configure it in CupixWorks. Here is how:

1. Go to Project Center -> SiteViews.

2. Click on the SiteView to configure.

3. Click on Info about the selected item  icon at the top right.

4. Click on Configure.

5. Click on the slider to change back and forth between publicly accessible or not. By default, SiteViews are not publicly accessible.

6. For this example, we will choose to make it publicly accessible. When we do this, we can see that there is a SiteView link available to share now. You can click on the Copy Link and Save buttons, or just click on Save to complete the configuration change.