Document sharing

marva_burke

I shared a document with all members of my team.  Why is it that some members can not edit and some cannot even see the document?

john_mcclary

I can only show you how teams are supposed to work. If they are not working and you have checked your settings match what I show below. Then you will need to contact Onshape support directly.

In the document there should be a share that shows your team name (Office in this case) and the permission that team has (Can Edit in this case)



The team members are defined in the company settings (Not sure if it is still called that with EDU accounts)

Here you can see the team name was defined as Office
and the members are listed with the email address associated with their Onshape login.
If the email address listed here is not the same as what you have listed in your account profile then it won't recognize you.


For example, say you created your account with marvas_email@gmail.com and they linked it to marvas_school_email@schoolaccount.edu
then marvas_school_email@schoolaccount.edu  would have permission. But Onshape won't know that it is you unless you set a secondary email (see next image)

I'm not going to post my emails on the forum, but take it on faith Primary and secondary are different. These are  both linked to my account profile.
If either of these are set in the team settings, my account should have access.
That way I can give my personal email address to people I want to share with me outside of work, and my company can still share with my work email without needed to know my personal email.


That is really about as complex as it gets with sharing

john_mcclary

Did you do a single share with a "team" or individuals?

Are you sure those who cannot see it are members of the team?

Have they logged in, or are they in view only mode (look for a sign in button on the top right)

mcheli_academic

Hi @marva_burke, is everyone on your team on the EDU plan?  This could be related to team members being on a free plan which does not have the ability to create private documents.

marva_burke

Everyone that I shared with are members of my team.  Furthermore, as far as I know, we all have the same plan.  I asked for the accounts and included my team members.  We were all given permissions to use Onshape at the same time.
I found that when team members share a document with me, I cannot edit even though they have included such permissions in the share.
Please help and thank you in advance.

john_mcclary

I can only show you how teams are supposed to work. If they are not working and you have checked your settings match what I show below. Then you will need to contact Onshape support directly.

In the document there should be a share that shows your team name (Office in this case) and the permission that team has (Can Edit in this case)



The team members are defined in the company settings (Not sure if it is still called that with EDU accounts)

Here you can see the team name was defined as Office
and the members are listed with the email address associated with their Onshape login.
If the email address listed here is not the same as what you have listed in your account profile then it won't recognize you.


For example, say you created your account with marvas_email@gmail.com and they linked it to marvas_school_email@schoolaccount.edu
then marvas_school_email@schoolaccount.edu  would have permission. But Onshape won't know that it is you unless you set a secondary email (see next image)

I'm not going to post my emails on the forum, but take it on faith Primary and secondary are different. These are  both linked to my account profile.
If either of these are set in the team settings, my account should have access.
That way I can give my personal email address to people I want to share with me outside of work, and my company can still share with my work email without needed to know my personal email.


That is really about as complex as it gets with sharing

marva_burke

Hi  John M.  I appreciate your help.  What you showed is exactly what we did.  We kept deleting and sharing over and over and eventually it looks like it will work.

martin_lip

Thanks! Any new ideas here??