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8. Sharing projects

In Pidoco, it's easy to share your projects with others by sending a unique access link (also called "invitation") to someone's email address. This option is located in the "Sharing" dialog, which is available from the toolbar of the Page view, the Prototype view and the "Home" view.

All invitations you have sent out will be listed in the "View", "Reviews", and "Collaboration" tabs. There you can also remove access links that are not needed anymore, thus effectively revoking access for the recipient. Please note that certain types of access links are not personalized and can thus be used by any person who knows the link.

When sending out invitations, you can grant different levels of access (called "access rights"):

  • "View" invitation: Use this option if you want to invite a person to only be able to see the project in the Simulation view. The recipient does not need to be a registered Pidoco user or have a valid Pidoco plan. Instead of sending the access link via Pidoco, you can also copy and send it yourself using the "Get link" option. Please note: Any person with the link can view the prototype.
  • "Review" invitation: Use this option if you want to invite a person to be able to see the prototype and in addition leave comments in the Simulation view. The recipient does not need to be a registered Pidoco user or have a valid Pidoco plan. Instead of sending the access link via Pidoco, you can also copy and send it yourself using the "Get link" option. Please note: Any person with the link can view the prototype.
  • "Read" invitation: Use this option if you want to invite a person to have reading access to all views of the project except the Page view, but not be able to make changes. The recipient will be able to make copies of the project and edit those. The recipient must be a registered Pidoco user and have a valid Pidoco plan. The link is personalized, so only the specified user can access the link once logged in at pidoco.com. No preview settings are available for this option as the recipient will have direct access to the Simulation view.
  • "Edit" invitation: Use this option if you want to invite a new "editor" (also referred to as "collaborator") to be able to edit your prototype and collaborate with you. This is the highest access right you can grant, and it includes the right to "view" and "review" a project. The recipient will have full "editing" access to the project, enabling the recipient to make changes or copies and invite others. The recipient must be a registered Pidoco user and have a valid Pidoco plan. The link is personalized, so only the specified user can access the link once logged in at pidoco.com. No preview settings are available for this option as the recipient will have direct access to the Simulation view. Before sending this type of invitation we recommend creating a milestone (also called a "version") of your project, which you can return to via the "Versions" tab in the "Project" view.

In addition, you can specify how the recipient(s) will preview the project:

  • Start page: Choose the page, where the recipient will enter the prototype.
  • Landing page: Customize the landing page that recipients with "Review" rights will see before entering the prototype.
  • Preview mode: Choose between a classic wireframe look and a "sketched" look that emulates the spontaneity of hand-drawn lines.
  • Alignment: Choose whether to align the screen content left, center, or right.
  • Screen frames: Choose whether to display the chrome of a suitable device around the pages. By default, the preview uses the setting from the Page view, where you edit your project.
  • Scaling: Choose whether to display the simulation in the original pixel size or fit it to the screen size of the viewers device.
  • Let's try it out: Go to the "Home" page and click on the "Share" button to open the "Share" dialog. Now enter your email address (or that of a colleague - or both), decide on the type of access right, and - if desired - change the appearance of the simulation and the message accompanying the link. Then hit the "Send" button. A little notification at the top of the screen will tell you when the email has been sent out. You can add multiple emails at once, if you wish to share your project with multiple people.

    Another way to give permanent access to a project is by generating an "permalink" that allows accessing the project via the Pidoco REST API. To do so, click the "Share" button and use the "Get a link to this project" option. You can choose between different links that represent the various preview modes. Also use this option if you want to embed individual pages of your project into wikis, blogs, office documents, or simply use Pidoco projects in third party applications, such as project management systems (e.g. Planio), corporate wikis or file exporters (see Step 13). Please note that these permalinks cannot be removed and so are accessible as long as the project exists.

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