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.