Once you have created a project in HakoBio, you can share it with colleagues, customers, or collaborators. This guide explains how to share projects, assign sharing rights, and manage different recipient scenarios.
How to Share a Project
1. From the Solution Builder list of projects, hover over the project you want to share to open the project menu.
2. Select Share.
3. Enter the email address(es) of the recipients.
4. Choose the sharing rights:
- View Only;
- View and Share; or
- View, Share and Edit
5. Click Share to finalize
Understanding Your Sharing Rights
When sharing a project, you can assign permissions that limit what recipients can do:
View Only
- Recipients with View Only access can see the project you have shared, but cannot make any changes.
- They have access to the following options: Open Project and Unfollow.
- They cannot duplicate the project.
View and Share
- Recipients with View and Share access can view the project and share it with others, but they cannot edit its content.
- They have access to the following options: Open Project, Duplicate, Unfollow, and Share.
View, Share and Edit
- Recipients with View, Share, and Edit access can fully collaborate on the project, including making changes, sharing it, and adjusting settings.
- They have access to the following options: Open Project, Duplicate, Unfollow, Share, and Settings.
Sharing Scenarios
Depending on whether the recipient is internal or external and whether they already have a HakoBio account, the process for sharing a project may differ slightly.
Internal Recipient with a HakoBio Account
- Click Share from the project menu.
- Enter the recipient’s email address and select the appropriate sharing rights.
- The user will instantly have access to the shared project in their Solution Builder project list.
Internal Recipient without a HakoBio Account
- Enter the recipient’s email address and select sharing rights.
- Fill in the recipient’s information in the form that appears.
- An administrator reviews and approves the request.
- The user receives an invitation email to create a HakoBio account.
- Once the account is created, the user can access the shared project immediately.
External Recipient with a HakoBio Account
- Enter the recipient’s email address and select sharing rights.
- Existing account holders will appear automatically in the list.
- The user instantly gains access to the shared project in their Solution Builder project list.
External Recipient without a HakoBio Account
- Enter the recipient’s email address and select sharing rights.
- Fill in the guest’s information in the form for administrator review.
- The guest receives an invitation email to create a HakoBio account.
- Once the account is created, the guest can access the shared project immediately.