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Sharing projects

Siter allows project owners to share projects with other users through share tokens. A share token is a short code that you send to colleagues, who then use it to request access to your project. You review and approve or reject each request, controlling who can see your data and at what permission level.

Sharing is managed from two equivalent places: the Manage Access dialog on the Project Management page (no need to open the project), or the Users and Sharing tabs on the open project's dashboard. The steps below use the Project Management page.

warning

Project sharing using share codes is not functional on Siter Desktop. To share projects on Siter Desktop, export and import a snapshot.

Prerequisites​

  • You must have the Project Administration Permission on the project to manage sharing
  • Users requesting access must have a Siter account

How to share a project​

  1. Click Projects in the top navigation bar

  2. Open the project row's Actions menu (⋮) and select Manage Access

  3. Click the Sharing tab

  4. Click Share It

    Sharing tab showing active share code KAQXCF with copy button, Stop Sharing option, and access requests table

  5. Siter generates a share token (e.g., KAQXCF) and displays it with its expiration time

  6. Click the copy icon next to the token to copy it to your clipboard

  7. Send the token to the users you want to invite

note

Share tokens expire automatically. The recipient will need to request and then you will need to approve the request before the code expires. The expiration date is displayed below the token. Generate a new token if the current one has expired.

How to stop sharing a project​

  1. Open the project's Manage Access dialog and click the Sharing tab
  2. Click Stop Sharing
  3. The share token is invalidated and no new access requests can be made with it

How to request access to a shared project​

  1. Click Projects in the top navigation bar

  2. Click the Request access to a project button (key icon) at the top of the Project Management page

  3. Enter the 6-letter invite code the project owner gave you

    Request Project Access dialog with an invite code entered, a Submit button, and an Active/Previous Requests table

  4. Click Submit

Your request appears in the Active/Previous Requests list with a status of Open until the owner responds.

Request dialog showing the submitted request as Open in the Active/Previous Requests table

How to manage access requests​

Pending requests for every project you administer are collected in one inbox, so you don't have to check each project separately.

  1. Click the Access requests button (inbox icon) at the top of the Project Management page — a badge shows how many requests are waiting

    Pending Access Requests dialog listing an open request with Accept and Reject buttons

  2. Click Reject to deny a request, or Accept to approve it and assign a project role

  3. When you click Accept, choose the role to grant:

    • Read Only — can view the project and its data but cannot make changes
    • Read and Write — can view and edit project features and layers, but not share, copy, or export the project
    • Full Administrator — read and write plus full project control, including managing users and sharing
    • Just Administrator — administrative control (users and sharing) without read or write access to the project data

    Role menu shown after clicking Accept, listing Read Only, Read and Write, Full Administrator, and Just Administrator

Requests for a single project are also listed on its Sharing tab, where they can be accepted or rejected the same way.

How to view project users​

  1. Open the project's Manage Access dialog — the Users tab lists each user's name, project role, and when they last opened the project

    Manage Access dialog Users tab listing two users with their project roles

The same list is available on the open project's dashboard under the Users tab.