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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 week 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.

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

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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

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Select the "Details" header and the option to add viewer will be below.
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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.

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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.
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Have a long list? Use the search box above the names to search for someone specific to add.
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Once you are done, select "OK" to save these choices.

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

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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!

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