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Share Projects

To Share project details in the Plan Projects with other IMDEXHUB-IQ™ customers, use the Share function.

This function sends an invitation to the nominated email address. The receiving company can then accept or reject the request.

Sharing Projects shares only details of the Project. It does not share other data associated with the Projects (e.g. drillholes, tool readings, mobile form data). To share Drillhole information, see Share Drillholes. To share tool information, see Sharing Tools.

 

The following information is transferred between companies when Projects are shared:

 

The following actions can be taken:

 

Send a Project share request

To send a Project share request via IMDEXHUB-IQ™:

  1. Navigate to the Plan menu
  2. Select Projects
  3. In the Plan Projects table, select the Project to share with another company or companies

You cannot share Projects that you do not own, such as projects that been shared to you by other companies.

  1. Click Share from the module toolbar
  1. Then select Share from the dropdown menu

 

  1. From the dropdown list, select the company with which you want to share the Project information

  2. Type in the email address of the contact for that company
  3. Click Add
  4. Repeat steps 5 - 8 for all of the companies with which you wish to share the Project
  5. Click Save

To add companies to the dropdown list, please send their details to [email protected].

If the companies you are sharing the Projects with are IMDEXHUB-IQ™ customers, the Projects show in their Plan Projects table with a status of Pending.

An email is sent to the email address that was entered for the shared company. If the company selected is a IMDEXHUB-IQ™ customer, any authorised user also receives an email and an on-screen notification advising them that you want to share a Project with them.

 

Remove a share company from a Project

To remove a company with which you've shared a Project in IMDEXHUB-IQ™:

  1. Navigate to the Plan menu
  2. Select Projects
  3. In the Plan Projects table, select the Project to remove the shared company

A company can be removed from only one Project at a time.

  1. Click Share from the module toolbar
  2. Select Share from the dropdown menu

  1. Click Remove next to the company or companies you want to remove
  1. Click Save

 

Removing a company from a shared Project does not remove any data that they already have in their IMDEXHUB-IQ™ database.

 

Accept a Project share request

To accept a Project share request in IMDEXHUB-IQ™:

  1. Navigate to the Plan menu
  2. Select Projects

Clicking on the notification in IMDEXHUB-IQ™ will also take you to the Plan Projects screen.

  1. In the Plan Projects table, select the Project to accept
  2. Click Share from the module toolbar
  1. Select Accept from the Share menu

  1. Click OK when asked "Are you sure you want to accept these Project(s)?"

The status for the Project changes to Active.

You cannot edit or assign permissions on a project that you have not accepted.

Reject a Project share request

To reject a Project share request in IMDEXHUB-IQ™:

  1. Navigate to the Plan menu
  2. Select Projects

Clicking on the notification in IMDEXHUB-IQ™ will also take you to the Plan Projects screen.

  1. In the Plan Projects table, select the Project to Reject

  2. Click Share from the module toolbar

  3. Select Reject from the Share menu
  1. Click OK when asked "Are you sure you want to reject these Project(s)?"

The Project will no longer be visible in the Projects list. If you accidentally reject a Project Share request for a company for which you want the records, you need to ask the sharing company to resend the invitation.

 

 

 

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