Share a project

Use the Sharing tab to invite other users to collaborate with you and others on the flows in a project.

Sharing tab on homepage

The Sharing tab shows the list and number of collaborators. Users who are new to the team are added to the Sharing tab with a status of Pending until they accept the email invitation.

If you purchase Claris Connect, you become a manager for your team. When you create a project, it is automatically shared with all other team managers. Therefore, all team managers have access to all projects.

As a team manager, you can:

  • invite users to join a project and your team

  • remove non-team managers from a project

    Note  You can remove team managers only in Claris Customer Console. Those users will be removed from all projects in Claris Connect.

As a non-team manager, you can do the following in Claris Connect:

  • invite users to join a project (not a team)

  • remove users who aren't team managers from a project

To share a project with a user:

  1. In the invitation field, search for a user by name, or type the email address.

  2. Select the user, then click Share.

Note  Users added in Claris Studio may not appear in this list, but they can still be added by typing their Claris ID.

To leave a project:

  1. Hold the pointer over the options menu on your user card.

  2. Click Leave project.