How to Share a Project

Required Access Level

Account: User

Project: Owner or Account Administrator

1 Navigate to the Project page

This can be done by (1A) navigating on the website or by (1B) clicking on the share button in ERA.

1A Website Navigation

1. Login to ERA Live - Account Administration (https://eralive.kmtechnology.com/)
2. Use the sidebar navigation to select ‘Projects’
3. Select ‘View’ for the desired project
4. Review project overview or use the sidebar navigation to select ‘Users’ for user management for the selected project

1B Share from ERA

1. After opening the project, click ‘Take Project Online’
2. Click ‘Share Project’ within the same menu, it has replaced ‘Take Project Online’
3. Your browser will automatically populate a tab with the users page for the project so that you can move forward with user management workflows

2 Edit the User Access List

You can either (2A) add a new user or you can (2B) change a user’s role.

A user can be given one of two roles on the project:

• Viewer - This is a user who is able to download and use the project without affecting the project on the cloud. A viewer can take ownership of the project through ERA.
• Owner - This is the only user whose changes to the project affect the project on the cloud.

2A Add User

1. From the project overview, use the sidebar navigation to select ‘Users’
2. Click ‘Add User’ to open the ‘Add Users’ modal
3. Select users from the drop-down and click ‘Add User’ to add to the list of selected users
4. Review list of selected users, click ‘Done’ to add selected users to project

2B Change Role

1. From the project overview, use the sidebar navigation to select ‘Users’
2. Click on the right context menu for the user management options for each user
3. Select ‘Remove Access’ to remove that user’s association with the project, select ‘Make Owner’ to transfer ownership, the existing owner will become a viewer