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  3. Projects and teams

Projects and teams

A project groups a piece of work. A team is a group of people. Sharing a project with a team is how everyone gets the same context.

metirai.com/work/projects/q3-launch
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DDhwanit· Max

Q3 Launch

Shared with you
Files
XLS
Q3-forecast.xlsx
PPT
Board-deck.pptx
Chats

Conversations stay private to the person who had them.

Chat sessions remain private to their author

Choosing project teams and people without role controls
  1. Members opens the current project access list
  2. Teams come first, then individual People
  3. There are no viewer or editor roles in this dialog
  4. Everyone selected gets the same project content
  5. Chat sessions remain private to their author

Creating a project

Name it, then attach work to it: meetings, files, notes, tasks and chats. See chat projects.

Creating a team and inviting people

Invite by email address. Someone who does not have Metir yet receives an invitation to join.

Sharing a project

Open Members and use the Project members dialog. Under Teams, select any teams whose active members should have access. Leave every team unchecked to keep the project personal. Under People, use Search teammates or add by email to add someone directly.

Saving the member list

Direct email access works for an existing Metir account; it does not send a project invitation to a new account. The mobile dialog uses Add by email. Choose Save to apply the list or Cancel to leave it unchanged. The dialog has no viewer or editor roles: each selected team or person receives the same project content access.

Who can see what

A team member can see and work with the project's shared contents. Someone given access directly gets the same view without joining the team. Removing a team or person from Project members takes effect when you save.

Chats are not shared

Sharing a project shares its files, notes, meetings and tasks. It does not share your conversations. Nobody sees your chats, whatever else they can see.

Check the members list before putting something sensitive in a shared project. Everything attached to it is visible to everyone with access.

Related

  • Chat projectsChat
  • SharingWorkspace
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