Share a project
A step by step article to understand how to share projects in different modes.
Emma Labrador avatar
Written by Emma Labrador
Updated over a week ago

OnCrawl lets you share any of your projects with your colleagues, prospects or clients. You can whether share your projects in a “read-only” way or offer greater accesses to your project management.

How to share a project

The option is now available on the home of any project. Click on the drill down menu on the upper right side and select “Share project”.

There, you are able to add as many user as you want by just adding their emails:

  • If the user already has an OnCrawl account, he will receive an email telling him he can now access a new project. This new project will be available with the other projects he already owns.

  • If the user does not have an OnCrawl account, we will automatically create an account for him and send logins by email.

How to manage users

By default, the invited user has a “read-only” profile. It means that he can only read the report, review and export the data. No action can be made on the crawl configuration.
By ticking the ‘Can modify project and launch crawls’ box, the project owner allows the new user to realize the following tasks:

  • Setup and launch crawls;

  • Configure segmentations;

  • Create Custom Filters;

  • Use the Log Manager Tool.

The project owner can, at any time, modify or delete an access for any of his invitees.

You can also find this article by searching for:
compartir un proyecto, enviar un proyecto un cliente puede acceder a los resultados
partager un projet, envoyer un projet à un client, permettre à un client d'accéder aux résultats

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