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How to Access the Work Packages Module and Sharing Tab in Shoreline

Summary: This article provides detailed step-by-step instructions for accessing the Work Packages module and the Sharing tab in the browser version of the Shoreline platform.

Step-by-Step Instructions

  1. Log in to your Shoreline account using your browser.
  2. On the left side of the screen, locate the menu bar (also referred to as the sidebar or tab bar).
  3. Look for the option labeled "Work packages" in the sidebar. Click on it to open the Work Packages section.
  4. In the Work Packages view, you will see a list of available work packages. Click on the specific work package you wish to manage.
  5. After selecting a work package, the content area on the right will display multiple tabs at the top or within a menu—one of these tabs is labeled "Sharing."
  6. Click the Sharing tab. Here, you can review current permissions, add or remove users, or change admin rights for the selected work package.
  7. Ensure that any changes you make in this tab are saved before leaving.

Conclusion

Following these steps will allow you to access the Work Packages module and manage sharing settings effectively in the browser version of the Shoreline platform. If you require further assistance or visual aids, please reach out for additional support.