Sharing your designs and managing access in the software is a straightforward process. Here's a step-by-step guide:
Sharing Design with Organization Members:
Verify Organization Membership:
Ensure that the person you want to share the design with is a part of your organization. Check this in the admin portal under Billing > Usage > User management.
Open the Design:
Navigate to the design you want to share and open it.
Access Share Option:
Inside the design, find the "Share" option. It will be available in the "Home" tab on the right end. Select the same.
Invite People:
Click on "People with Access" and then "Invite People." A dropdown will show members of your organization.
Select User and Set Access:
Choose the person you want to share the design with from the dropdown.
Specify the level of access: either viewing or editing. For customer success executives, granting editing rights is recommended.
Send Invitation:
Invite the selected person, and the design will be shared with them.
Copy Viewing Link (Optional):
You can copy a viewing link and send it to anyone within your organization. This link allows viewing only, without editing rights.
Verification:
Confirm the person's organization membership. If not part of the organization, add them through the admin portal.
Billing Consideration:
Note that billing is per user, and only Infurnia employees (with infurnia.com email IDs) are exempt from charges. Confirm with the admin before adding new users.
Creating and Sharing Branches:
Create a Branch:
In the home section, go to "Branch" and create a new branch with a specific name.
Share the Branch:
Access the settings within the branch and click on "Share."
Invite members just like in the main design.
Switching Between Branches:
In the settings, switch between the master design and the created branches.
Work Separately on Branches:
Any updates in the main design will be reflected in all branches. Changes made in a specific branch won't affect the main design until merged.
By following these steps, you can seamlessly share designs within your organization, control access levels, and create branches for collaborative work without impacting the main design.