Key principles
When a user creates a new object (article, document, CAD, workflow, etc.), the object is associated with the user's site, or with the organization if no site has been set up in Aletiq.
Sharing options - or distribution perimeters - allow you to manage the environments in which the object can be accessed, in addition to access rules.
3 options exist:Private: the object is accessible only by the user (e.g. a document being worked on),
Site: the object is accessible to the selected site(s), in accordance with the access rules in place,
Organization: the object is accessible to all users, in accordance with the access rules in place.
⚠️ Only Admins and Managers with modification rights can manage sharing options.
The diffusion scope can be setup in addition of access rules, which restrict the access of users
Examples of use cases:
Share the last version of a plan and instructions with another site as part of a subcontracting agreement.
Share a validation process with a signatory based in another entity.
Share a CAD to improve collaboration between design teams.
Distribute a document to all users.
Updating sharing options
To change the scope of distribution of an object:
Go to Files > Documents,
On the document you wish to share, click on Open,
Click on Share in the top right-hand corner,
Select one of the available options - multiple sites can be selected,
Confirm modification.
To go further