How do I share a project snapshot with guest users?
You can share a snapshot of a project snapshot with a guest user. The snapshot can then be exported to a PDF file by the guest or shared as an HTML link with other people. This is a great way to communicate project planning or execution results with guest users, such as customer representatives.
Snapshot sharing
To share a project snapshot with one or more guest users:
- Open Activity Center.
- Click the More actions button (
).
- Click Project snapshots (
).
- Hover the mouse pointer over the snapshot you want to share (you may need to create one beforehand).
- Click the More actions button (
).
- Select Share with Guest.
- Click Invite Guest if you want to share it with a guest who is still not an account user, or
- Click + Add Guest from list to select a guest available among the account users.
- To add more guest users, click "+".
- Click Apply.