Share a project with another workspace

When the firm you work with also uses bildflow, share the project with their workspace. The project stays in yours (the host); the other firm (the partner) sees only that project and only the parts you share. Each firm keeps its own logins and roles. Sharing is free on every plan. Firm not on bildflow? Invite them as a guest.

Connect codes

Every workspace has a connect code. Owners and admins find it in Settings › Workspace › Connections, with Copy and Regenerate. Send your code to the firm that will share a project with you. Regenerating the code stops pending requests made with the old one; active connections stay.

Share a project

1. Open the project. On the Overview tab, find the Partners card.
2. Under Share with another bildflow workspace, enter their connect code.
3. Choose their role on this project — architect, engineer, contractor or consultant — their Site diary access and whether to Share documents.
4. Select Share. Their owners and admins get a request.

Only owners and admins can share. A workspace can't connect to itself, and a project can only be shared once with the same workspace.

Accept a request

The partner's owners and admins see the request in Settings › Workspace › Connections and select Accept or Decline. Once accepted, the project appears under Shared with you on their Projects page, with a "Shared by" badge.

What partners see and can do

Partner staff open the project like their own, with only these tabs: Overview (name, location, cover, stages, partners and your contact), Tasks, Site diary and Documents. They never see units, prices, buyers, leads, reservations, payments, commissions, AI or settings.

On Tasks they see every task of the project, create tasks, comment and @mention, and work on tasks they created or are assigned to. Pickers list both firms' people, labelled by firm. They can't delete tasks or change your categories. Tasks assigned to them appear in their My tasks.

Site diary access

• None — no diary tab.
• Read — they read the days.
• Write — they also write and submit drafts. Approval and re-opening stay with your owners and admins, and partners never publish to buyers.

Team documents

With Share documents on, partners read and download the project's documents marked Team and partners or Everyone. Mark a document Team and partners to share it with your team and partners only — buyers and agents never see it. Only documents of the whole project are shared, not documents of a single unit.

Partners can upload too. Their files are stored in your workspace as Team and partners and count towards your storage. Who can delete a document:

• Your owners and admins — any document, a partner's included.
• Your other staff — the documents they uploaded.
• Partners — only the documents they uploaded, while sharing is on.

End a connection

Owners and admins of either firm can select End on the connection at any time. The partner loses access at once; tasks, diary days and documents they added stay with the project. The host can also change the role, diary access and document sharing of an active connection on the Partners card.