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Organizing Features

Sharing Projects

Written By Clayton Combe

Last updated About 1 year ago

Collaboration is key! Scenario Projects are designed to be shared.

People who have a Scenario Starter account will be able to view (but not edit) a shared Project, even if permissions are set to edit. Only Scenario Pro accounts can edit, depending on which permission you set. See Scenario account for more info.

Hey, this is Clay from Scenario and it's finally here. Project sharing. Uh so let's take a look at how it works. So you'll see this new button, the share button. And uh you need a couple things to to uh to share a project. First of all, you need the new scenario pro subscription. Uh and you can update to that in uh by managing your subscription. Um and the other thing you need is crew because you need somebody to share it with. So, we're going to do a couple things here. First, we're going to add crew. Now, in order to find crew, those crew need to have something turned on. They need to have allow other users to add me to their projects turned on. I recommend everybody turns this on, unless you just want to play by yourself, and that's fine, too. But I have it turned on, and I've set up some crew that also have it turned on. So, let's take a look here. It's going to search by anything you type in here. So, we'll start off with setting the review pro. That's somebody with the scenario pro membership. Uh, and we'll do a review starter as well. So, now we have these set up. And what we're going to be able to do is set the overall project sharing setting or we're going to be able to set it individually. We're going to start with project sharing. And let's just start with uh edit diagrams and lists. Now, with view only, that's exactly what it sounds like. You can see things but not change it. And the important thing about that is that's all that scenario starter can do. So if you have a scenario starter account, somebody shares a project with you, you're just going to be able to view it. Editing diagrams and lists means you can edit things within diagrams and lists, but you can't add or delete them. Editing the project means you can change anything within the project, but you can't actually delete the project. Only the project owner can do that. So I'm going to give the uh edit diagrams and lists and update the project settings. Now, if we go over and look at here, oh, that was fast fast. Um, so this is the review pro account and we see music video is now here. If they if they click here, we can see what the uh actual settings are. And if we go ahead and open this up, we see this very familiar diagram at this point. Uh, now because this is a scenario pro account, what I can do is I can actually make changes. So, first, uh, let's let's take a quick look here. Um, let's just see a quick change. Let's change that to red. If I go over here, the same one. Now, it's red. Now, because I have the pro account, I'm going to change this one to blue. Now, I'm going to go back to the original. And now it's blue. So, it's pretty fast uh pretty fast to update. And let's go over and take a look at our um our other account. So, this is already updated. Actually, this is the um oh, this is the pro account. Let's go look at the uh the starter account. Now, we see it's already there. And let's open the same one. And we see that our changes are there. But we don't have any of our op uh options to change things. uh we can we can just view we can move around we can look at everything closely but I'm clicking on this can't select it can't do anything can just view and for somebody on a starter subscription that's fine they have their own projects that they can edit they can view shared ones so those are the basics um want to call out a couple more things here about sharing so we have uh some additional options here so if I were to add a demo demo account to this. I have a demo account that I'm signed into here. Demo accounts uh don't have a subscription, but we thought they might want to know if people are sharing things with them. So, uh just so they can have that option. And the other part is uh in this other I created a manual uh crew member here just test email. This is just somebody that has an email address. So, you can add this from your contacts. You can add it just by typing it in whatever. And now when I go to add this user test email, they actually will receive an email uh telling them that uh somebody has um somebody's added them to a project. So anybody you want to um anybody you want to add, anybody you want to collaborate with, all you need to do is add them as a crew member manually. And uh eventually if they if they do sign up with a scenario account um their account will get connected to this project and they'll be able to do whatever you've allowed them to do via sharing. One more thing we can see here is that uh so we have the pro account here. So this pro account has the edit diagrams and lists permission because that's what the project has. But if I wanted to uh if I wanted to actually make them view only I can do that. So I've set that. It doesn't change anything for anybody else. But if I now go to the pro account and we go here, you see that this has actually changed to view. So the view only is what I have set for them. And if they open this, you see they have the view only experience. They can look around but they can't change anything. So it's totally up to you how you want to configure your crew, who you want to give which permissions. Um but ultimately uh you know teamwork is what makes it all happen. And so uh you know share share with everybody you can find. Enjoy.

Project sharing permissions

To enable others to view your Project and its contents, click the Share button in the upper right and change Sharing Permissions to something other than “Private,” then Update Project Sharing.

Toggle the switch below the drop-down to allow others to copy and paste data from your Project.

  • Private - only visible to the Project owner

    • No copy/paste enabled

  • View Only - Project contents can be viewed, but no changes can be made by anyone except the owner

    • A connected account can duplicate the whole Project to their own collection

  • Edit Diagrams & Lists - Diagrams and Lists can be edited, but not created or deleted

    • Copy/paste items from inside your Diagrams and Lists, to their own

  • Edit Project - all Project settings can be changed, Diagrams and Lists can be created and deleted, but the Project cannot be deleted by anyone except the Project owner

    • Copy/paste individual Diagrams or Lists from your Project, to their own

Sharing with Crew

Changing a Project’s sharing permissions will automatically apply that to all the Crew members on that Project. You can set the permission first, or add the Crew first; as soon as both things are true, they’ll receive an email notification that they’ve been added to a Project, and it will appear in their Projects list.

If you add a Crew member with an email address, and they don’t already have a Scenario account, they’ll receive an email anyway. Once they sign up with an account, they’ll be connected to the Project automatically. This is a great way to invite people to join Scenario!

If you want some Crew members to have different permissions than others, select the specific Crew member and update the sharing permissions for only that person. (Individual settings override Project settings.) This is helpful when:

  • You only want specific people to have editing permissions → leave the Project as View Only but set Editing for certain people

  • You want to plan your crew in advance, but only allow certain people to share → leave the Project as Private, but set View Only for those people

Sharing with a link

Not everyone who needs to view your work needs to create a Scenario account.

It's release day again and this week we have an awesome little update to project sharing. You know that right now you can share your project with other scenario users but not everybody is a scenario user and you know what it's not your job to convince them to be. So what we did is we made it so that you can share with anyone. Hit the share button. Switch your sharing permissions. Let's say you want them to be allowed to edit. That's fine. And now we have this button here that says copy sharing link. I'm going to click that. Copy that sharing link. And I'm going to go to an incognito window here. You're not seeing, but I'm just putting the link into the uh into the bar there. And there it is. Anybody can now open this project in any browser and they can view only. So that's the that's the thing about sharing with anybody is that it is a view only thing unless they do have an account. So if you give that link to somebody and they create an account which they can do in here um they're actually going to be able to to see it with the permissions that you added. So here is um another account that is signed in. I'm going to paste that in. And now you can see that that TV promo is here is added as a shared project to this account. So now it is so much easier to share just with that URL rather than having to go and put somebody into the crew in order to share that with them. So that's part one. The other part, part two is that now you can decide whether or not people can copy from your project. And I'll show you what that means. So before if you were if you had a shared project and you had full editing capabilities, you weren't able to actually copy anything from here. But now if I want to take something, let's say I want to take this group here because it's a nice little uh nice little diffusion setup, and I just hit command C, I actually can copy it. And I can copy it not just here, but I can copy it into my own projects. So now you have that full ability to copy and paste wherever you need to and uh you're not going to be constrained unless of course as the project owner you want to say no I I don't want people to be able to copy that in which case if I go back here and I go to that promo I'm not going to be able to copy that. I'm hitting command C but nothing's happening. So, you have complete control over who can copy uh out of your projects. And now it's easier than ever to share them. Enjoy.

  1. Set your Project sharing permissions to something other than Private

  2. Click Copy Sharing Link to copy the URL to your device clipboard

  3. Send the link to anyone you want

  4. When they go to that link in a web browser, they’ll be able to view that Project and its contents (but make no edits unless they upgrade to a Scenario Pro account)

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