11. Sharing and privacy
Sharing a project
The owner of a project can invite other registered users in the Sharing section of the project page, by e-mail address. There are three roles:
| Role | What they can do |
|---|---|
| Viewer | view only (the editors open in “Read-only” mode) |
| Commenter | can view, and write comments or replies; cannot change the content of the plan |
| Editor | can change everything except the project details, archiving and sharing |
- Revisions: the list, the comparison and printing an old state are available to every role; a new revision can also be issued by an editor; only the owner can restore.
- The invited user receives an e-mail; the permission can later be changed or revoked.
- The invited user sees the project on the Projects page under the Shared with me filter; the project page shows their own role, and they can also leave the project.
- The quotation is made with the owner's price list and settings; the custom symbols are also the owner's. The viewer and the commenter see only the items used in the project from the owner's price list.
Revision control
The owner or editor can send a published revision to any other project member for review. Only the designated reviewer can decide to approve or reject; justification is mandatory in case of refusal. The pending and approved status is also visible in the printed revision bar, the rejected revision is not included.
Expiry and export permission
When inviting, you can also set an expiry date (at most 730 days; left empty, it never expires). At the end of that day the member loses access; the invitation e-mail states the date. The owner can later change the expiry in the sharing list and invite an expired member again.
- In the sharing list the owner sees the expiry date and when the member last opened the project.
- Viewers can export switch: when turned off, viewers cannot download or print – downloading the list files, the takeoff, the plan package, the technical description, revision content and the comparison are blocked. The drawing and the JSON view of the lists remain viewable, and the switch does not protect what is shown on screen (e.g. a screenshot).
Comments
The Comments button of the drawing editor opens the conversations of the floor. The owner, the editor and the commenter can start a new thread, reply, and mark their own conversation as resolved or reopen it. The viewer can only view the threads.
When a project member is mentioned, or on a reply, a notification appears on the bell in the header. The e-mail summary can be turned off on the Profile page; the notifications are also included in the personal data export.
Live collaboration
Project members can see who is currently editing the same floor, as well as their cursor and selection. Presence data exists only in server memory for the duration of the connection; it is not logged and disappears when the connection ends.
On-site mode
From the project page, On-site mode can also be used on a phone: it marks the status of devices above the drawing and records a fault description.
- Photo: you can attach a photo taken with the phone camera to a fault; the image is stored compressed, without EXIF and GPS data, and is deleted together with the project.
- Role: a viewer can only look, an editor and the owner can write.
- Conflict: if someone else has changed the same item in the meantime, the program notifies you and loads the newer state. For changes recorded without a network, in the Conflicts list you decide whether Keep mine or Use server's is kept.
- Offline use: in the site view, the Download for offline use button downloads the project (drawing, devices, issues) to your device, and it can then be opened without a network. The downloaded data is in the browser's local storage; it is deleted after 30 days and also when you sign out, and if there are unsent changes the program asks first. Offline, only the site view of the downloaded project is available. The Refresh for offline use button downloads it again.
- Sync: without a network, changes go into a waiting queue and the indicator shows how many are waiting; when the network returns they are sent on their own, or immediately with the Sync now button. Offline you work with the stored sign-in, and the server checks the changes on upload; if the sign-in has expired, the indicator's Sign in again button takes you to sign-in.
Photos in the plan
In the editor you can attach photos to a device, a distribution board and a measurement protocol. In the on-site defect list, photos can also be viewed per board. The new Photos sheet in the plan package summarises the images, and the revision documents the references. Images are stored compressed, without EXIF or GPS data.
Profile and your data
On the Profile page:
- Company details (for quotations) and designer details (for the title block);
- change password; for an account created with Google this is setting a password (no current password needed), after which you can also log in with your e-mail address and password;
- Google account: you can link your account to a Google account (Connect with Google) so that you can also log in with Google, or disconnect it (Disconnect). To disconnect, first set a password so that you can still log in afterwards. Setting the first password and linking require a sign-in within the last 10 minutes (otherwise the program asks you to sign in again), and you receive an e-mail about every change of the password or the Google link;
- Sessions: the list of your signed-in devices (device type, browser, operating system, country); you can sign out a single device row by row, or sign out of all the others at once. You get a notification e-mail about a login from a new device or country (can be turned off). We store no IP address or browser identifier text; the entries are deleted after 35 days;
- Download my data (ZIP): your account and company details, your projects, your floor plans (JSON) and underlays, your quotations (JSON and CSV), your own price list and your settings. The password is not included.
- Delete account: asks you to type your password and e-mail address (for a passwordless account created with Google, only the e-mail address). Before deletion, a fresh backup is made (if it fails, the account is not deleted); the data expire from the backups within 90 days at most. Shared projects also cease to exist for the users they were shared with.
With new terms of service or a new privacy notice, after login the acceptance page asks you to accept them again; until then the Profile is read-only, but data export and account deletion are available without acceptance.
After a new release, the What's new window summarizes the changes at login. You can turn it off with the switch in the "What's new window" section of the Profile page; when you turn it back on, only later releases are shown.
Feedback request: after your second saved project (not yet in the first week of your account) the program may briefly ask for your opinion; after that at the earliest in 60 days, and only if you have saved a new project in the meantime. You can postpone the card or dismiss it for good, and you can turn it off with the "Feedback request" switch on the Profile page.
Legal documents and privacy
The privacy notice, the terms of service, the cookies, the data processing agreement and the legal notice can be read without logging in. The program uses only the cookie strictly necessary for login; visit statistics are anonymous and store no IP address or browser identifier.