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How to share projects and assign permission types

Learn how to share and invite people to projects and how to assign different permission types.

Permission Based Feature

In order to share a project you have to be the Project Owner. If you have any other permission type, Edit, Create, View Only or Guest, you can request an invitation by way of the owner. All permission types, except for Guest can invite a user as a guest to the project by assigning them a task.

Share a project

This is only applicable for Project Owners.

  • Right click on the Project in the left-hand menu or click on the Project Title in the main field
  • Click Share Project
  • Select the Permission for the invitee
  • In the field “Invite”, start typing the User’s Name or Email Address
  • Option to select the user from the Drop Down Menu
  • Click Send Invitation

Request to share a project

This is applicable for Edit, Create, View Only and Guest permission types.

  • Right click on the Project in the left-hand menu or click on the Project Title in the main field
  • Click Share Project
  • In the field “Request for, start typing the User’s Name or Email Address
  • Option to select the user from the Drop Down Menu
  • Click Send Invitation
  • Project Owner will receive the invite request as a notification

Invite a guest to a project

This is applicable for Project Owners, Edit, Create and View Only permission types. A user can be invited to a project as a guest by assigning them a task within the project.

  • Click on the Project in the left-hand menu or click on the Project Title in the main field
  • Click on Tasks
  • Select a Task
  • Right-click on the Task
  • Select Assign
  • Start typing the User’s Name or Email Address
  • Option to select the user from the Drop Down Menu
  • Click Assign

Invite a guest to a project with Mobile App

This is applicable for Project Owners, Edit, Create and View Only permission types. A user can be invited to a project as a guest by assigning them a task within the project.

  • Login to your Cerri iOS Mobile App
  • Click on Projects
  • Select the Project
  • Select the Task
  • Click on Assign to
  • Type the User’s Name or Email Address
  • Option to select the user form the Drop-down menu
  • Click Assign

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