Share a Project

Collaboration is key to any successful project, and Vismo makes it easy to share your project with team members, planners, subcontractors, clients, and other stakeholders. Here’s how to do it:

Step 1: Go to your project

Open the project you want to share from your project list on Home.

Step 2: Open Users

Select Users in the project’s left-hand menu, then click Invite User.

Step 3: Choose a role

Pick the role your invitees will have. Everyone you invite in one go gets the same role. See Project User Roles & File/Folder Permissions for what each role can do.

If you choose Limited, use Choose folders to pick the folders they’ll see. Sharing folders needs a plan with Advanced Permissions, such as Business.

Step 4: Choose who to share with

Enter the email addresses of the people you want to share the project with - up to 5 at a time. You can invite:

• Team members: colleagues who are part of your organisation.
• External collaborators: clients, subcontractors, or anyone outside your organisation.

Step 5: Send the invite

Leave Send Invite Email set to Yes and click Invite. The recipients will receive an email with a link to join the project. If you choose No, use Copy Invite or Send Invite on the Pending Invites tab to share the link yourself.

Track sharing activity

The Users page lists everyone with access, with tabs for Pending Invites and Join Requests. From here you can change roles, manage a Limited user’s folders, or remove access.

Want to share without asking people to sign in? See Public Links.