When the connection is set up between 2 accounts, new settings are available under a newly created tab called 'Sharing' in the Project management settings for that project.
To access the Sharing settings go to Office.
Click on Project Management and select the project from the list.
Click on the Sharing Tab.
The Sharing permission settings will now be accessible for each Artist & Agency you are connected with.
Permission levels
The following permission levels are available:
None, This item is not being shared (default).
Anonymous view, The event is shared but the information is hidden in the event.
View, The event and information is being shared, but can only be viewed.
Manage, The event and information is being shared and the information can be edited, but can't be deleted.
Administrate, The event and information is being shared and the information can be edited and deleted.
Sharing between Agency & Agency
You can set permissions for the following items:
Events, This will share event and travel information like location, times, advancing details.
Deal, This will share the deal page.
Contract, This will make the contract viewable for the other party.
Tickets, This will share the ticket sales.
Files, This will share the event and project files with the other party.
Important note: Not all items have settings for all permissions. The deal for example is only sharable with viewing rights and cannot be changed by another party. The same goes for contracts.
Permissions
When another Agency/Artist PRO shared their events with you, don't forget to take the follow steps:
Give yourself and your team permissions for the project.
Add the project on your Dashboard via Select All Projects:
Set Shared Events in Dashboard "On":
Sharing between Agency & Artist PRO
You can set permissions for the following items:
Events, This will share event and travel information like location, times, advancing details.
Deal, This will share the deal page.
Contract, This will make the contract viewable for the other party.
Tickets, This will share the ticket sales.
Blocks, This will share the blocks.
Files, This will share the event and project files with the other party.
Important note: Not all items have settings for all permissions. The deal for example is only sharable with viewing rights and cannot be changed by another party. The same goes for contracts.
Permissions are set, what now?
Shared events and travel items will be visible in the Calendar. Please note that the other party needs to set the permissions from their side first, in orde to actively share data.
You will recognize a shared item by the 'Sharing' icon viewed on the right. To show the details, click the item. Note that details will be shown based on the set permissions.
Sharing individual events or travel items
You also have the option to share on event basis or change the sharing setting per event or travel item.
Check out the article: 'How to Share individual events or travel items with connected accounts', to learn the ins and outs.