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Sharing items with a Partner


Sharing items with a Partner

Once you have an accepted relationship with your partner(s), you can easily share items, such as folders, files, and proofs with them.

Your partner will appear in the auto-complete field.
sharing_folder_with_partner.png
For further information, see Sharing proofs, Sharing files, and Sharing folders.


Making a user in a partner account the owner of a proof

If you have set up Partner relationships with other ProofHQ accounts, you will be able to select a user from a Partner account to be the owner of your proof.

To do this, simply change the owner of the proof on the New proof page:

  • Click the 'Change' link to change the owner of the proof (1)
Make_a_user_in_a_partner_account_the_owner_of_a_proof.png
  • Choose a user from a Partner account to be the owner of the proof. (2)
    Make_a_user_in_a_partner_account_the_owner_of_a_proof__1_.png

NOTE You will only be able to select a user from a Partner account if:

  • There are no custom fields
  • No folder has been selected
  • No tags have been applied

Edit rights 

Edit rights on the proof will be passed to Supervisors and Administrators in the account in which the proof is owned.

Supervisors and Administrators in the account in which the proof was created will not have edit rights on the proof (this includes the proof creator).

Storage count 

The proof will be stored in the account in which the proof is owned (not the account in which it was created).

Branding 

The proof branding will be taken from the account in which the proof is owned (not the account the proof was created).

NOTE You cannot choose a user in a Partner account to be the owner of an existing proof or a new version of a proof (this can only be done for new proofs).