Sharing and Collaboration
Onshape provides multiple tools for collaborating with other Onshape users, as well as people outside of the Onshape process but still very much a part of your process.
Share a document with one or more users, enabling real-time collaboration right in the same document. Share with individuals, lists of individuals, teams, and companies, or make a document publicly available (or private again). You are also able to share the document with Onshape support, if needed.
Set and remove permissions on an individual or team basis to fine-tune document security.
See Share Documents for more info.
Multiple users working in the same document at the same time is referred to as Simultaneous editing or Collaboration. Any and all features added or changes made are displayed in real time to all collaborators.
See Collaboration for more info.
Collaborating users can communicate with each other in a workspace with comments. Owners of documents and collaborators (with Edit or Comment permission) can create comments, see each others' comments, leave replies, and opt to receive email notifications of comments.
See Comments for more info.
When users are collaborating in a single document, they may choose to follow another collaborator. This allows the follower to see the actions of the other collaborator.
A user may follow a collaborator across browser and mobile. This means a user on a browser can follow a collaborator on a browser or mobile device. A user on a mobile device may follow a collaborator on a mobile device or on a browser.
See Follow Mode for more info.
Every document is owned by either a user or a company. Users who are not members of a company automatically own the documents they create, while users who are members of a company can only create company-owned documents. (Even when a user makes a document public, the specified owner still owns the document.)
Owners of documents and owners of companies have these permissions on documents they own: Delete, change sharing privileges, make Public (not available for Enterprise), make Private, and Transfer ownership. Document ownership may be transferred at any time, by the document owner or company admin, by right-clicking on the document in the Documents page and selecting Transfer ownership from the context menu.
See Transfer Ownership for more info.
To learn more about sharing documents and collaborating in Onshape, you can follow the self-paced course here: Sharing and Collaboration (Onshape account required). You can also follow the technical briefing here: Sharing with New Onshape Users (Onshape account required). You can also register for the following course: Collaboration in Onshape (Onshape account required).