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Sharing Atlas Projects

How to share access and manage permissions on Projects in Atlas

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Written by Max Gaitan
Updated over a year ago

Overview

Projects are vehicles for research and collaboration in Atlas Platform. This article covers key details for how to share projects with collaborators and manage permissions.

Sharing Projects

Project creators, and those who have been invited to collaborate on a project will see a “Share" button in the top right portion of the main project page. Creators and collaborators with edit permissions on the project will be able to add or modify existing shares from this location.

To share a project:

  1. Go to the project you want to share and click the "Share" button.

  2. Use the drop-down to see a list of users from all of your teams. Select the teammates you want to share the project with.

  3. The teammates you select will receive an email and in-app notification letting them know the project was shared with them, along with a link to access it.

Note: In order for a user to appear in the list, they must already have completed Atlas verification, training, and be added to your team. Please contact support if you suspect there’s an issue.

Project Permissions

When sharing a project, project permissions can be set for each user as either:

  • Editor: Can view and edit the project data

  • Viewer: Can only view the project data

Note: Permissions are set to Editor by default. This can be changed prior to completing the share action, but can also be modified after-the-fact by a user with project edit permissions.

To change a user's permissions after sharing:

  1. Click the "Share" button on the project page

  2. Find the user in the list

  3. Use the permission dropdown to set them as an Editor or Viewer

Note: Only the project creator and users with Editor permissions can add/remove others and modify their permissions. The project creator’s access and permissions cannot be changed.

Project Activity Log

Any time a user is added, removed, or has their permissions changed, it will be logged in the project's Activity Log for full transparency.

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