Skip to main content
All CollectionsConfigure Your Project
Share Projects as Templates With Other involve.me Accounts
Share Projects as Templates With Other involve.me Accounts

Copy Projects as Templates Between involve.me Accounts

Sara avatar
Written by Sara
Updated over a week ago

Do you need to send an involve.me project to another account or just use it as a template? You created a project in the wrong organization by mistake?

Simply share your project as a template with another involve.me user in a few clicks, this is akin to transferring projects over to a different account.

How to Do It:

  1. Open your Project Settings by clicking the dropdown arrow on your project card and selecting "Configure":
    โ€‹

  2. Scroll down to the "Access" section and activate the "Share as a template with another account" option:

    Feature location on the settings page

  3. Click on the "Update settings" button, then copy the share link with the button next to the text field:

    Copying the generated URL

  4. Share the link with the other user and open it in their account.
    The other involve.me user needs to be logged in to a different account when they open the share link. A draft (unpublished) duplicate of the shared project will appear in their workspace once they're done.

Need to change more settings? You might find our Settings Overview article useful.

Did this answer your question?