Skip to main content
All CollectionsViews
How to add a client or team member to a View
How to add a client or team member to a View

Learn how to add a client or team member to a View so they can see any items you wish to share with them.

Paxton Willard avatar
Written by Paxton Willard
Updated over a year ago

How to add a client or team member to a View

First you will want to select to enter your views to find the view you would like to add a client or view only team member to.

Screenshot

This will show you a list of all of your views, and you can click on the view to enter it.

Click here

You will be able to see who currently has access to the view just below the options to download a view. If you hover over this, it will show you the full name. To add someone else to this view you will select the Edit option at the top right

Click here

Select the "Details" header and the option to add viewer will be below.
​
Select the person icon below "Select Viewers." This will have a pop-up that will allow you to choose the drop down and select to choose from the clients and team members that are already assigned to the project.

Screenshot

Click on the person's name and a green check will appear to show they are selected. If you wish to deselect someone you will click on their name to remove the green check mark.
​
Have a long list? Use the search box above the names to search for someone specific to add.
​
Once you are done, select "OK" to save these choices.

Screenshot

Click off of the pop-up and then you will be able to select "Done" to save the changes!

Screenshot

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

Did this answer your question?