Server Actions

With the Share dialog, you can specify which person (or people) the project is to be shared with. To add an entry, type a full email in the provided text field and press Enter. Multiple emails can be specified. To remove an entered email, click the  control associated with the entry.

Set the sharing access permissions for the added people from the associated drop-down menu by selecting Can View () or Can Edit (), where the latter option inherently includes viewing capability. The setting initially applies to all entries included in the field. Use the optional note field to include information that relates to the sharing arrangement for this project.

Use the Advanced Settings control (available to project owner only) to open the Sharing Settings dialog for specifying the re-sharing rights for users that the design is to be shared with.

With target recipient(s) defined and access rights specified, click the  button to proceed with sharing the project. The project will be shared with the nominated person (people) and they will receive an email notifying them that the project has been shared with them. They can open the project in CircuitMaker, or access it through the Altium 365 Personal Space (from the Shared with Me page). The email provides direct access to the design through Altium 365. Once they click  in the email, they will be taken to the Altium 365 Sign In page (unless already signed into the platform or their AltiumLive account). Upon signing in, they will be taken to the Viewer with the shared design loaded.

Accessing a design from the email invite received by the user with whom the design was shared.

At any time, the project owner (or, if Allow Sharing has been enabled in the Sharing Settings dialog, a user with whom a project has been shared for editing) can modify the existing access permissions for a project. To check who already has access to the project, click on the Shared with control. The region will expand to show with whom the project is shared and whether they have editing rights (Can Edit), or can view and comment on the project only (Can View).

Check with whom the project is currently shared by clicking the Share with control. Hover over the image to see the result.

With the exception of the Owner, permissions for all included people may be individually set as Can View or Can Edit or access rights completely removed. Click on the current permission state to access controls.

Make changes to access permissions as required. Each changed entity is highlighted in the list with a lighter background.

Example changes to the permissions for an existing user with which a project is currently shared.

To affect changes, click . The changes will be applied, with confirmation reflected through the dialog. To see the updated list of shared access, click the Who has access link.

After saving permission changes, you can view the updated result directly through the Share dialog.

A user can access the shared project through CircuitMaker or through the Altium 365 Personal Space (from the Shared with Me page of the Personal Space's interface). Note that editing of the project (if they have editing rights) is only possible through CircuitMaker.

Within CircuitMaker, access the project using the File » Open Project command. The Open Project dialog will open in which you can choose which project to open from the Shared With Me location.

Once opened, the project will appear in the Projects panel. What you can do with the project depends on the access rights you have been given. If editing rights were assigned to you, you will be able to edit the design normally. If you have viewing rights only, you will be able to comment on the design.

Choose which project to open from within CircuitMaker from those currently shared with you.