Skip to main content
A Consultant is someone outside your company who you invite to review selected Firm Library materials. They stay with their own company and cannot open your company’s projects or full library through this invitation. Only your firm’s Company Admins can manage Consultants and choose which materials to share. Manufacturer and supplier accounts cannot accept Consultant invitations.

​
Invite a Consultant

  1. Open your firm’s Library Info page.
  2. Find Consultants.
  3. Enter the recipient’s email and select Invite Consultant.
  4. Ask them to sign in or register with that email and accept the invitation.
Accepted people appear under Accepted Consultants. Pending invitations have resend and cancel actions with tooltips. Removing an accepted Consultant requires confirmation and also cancels pending invitations for that person in this library. See Accepting Project, Guest, and Consultant Invitations.

​
Choose the shared materials

  1. On Library Info, find Shared materials.
  2. Select Manage shared materials.
  3. Search or filter the list and check the materials you want to share.
  4. Use Selected only to review the selection, then save.
There is one shared selection per library, not a different selection for each Consultant. It applies to all accepted Consultants, including people invited later. New library materials are not shared automatically. If you’re asked to reload because another admin changed the selection, review their changes before saving again.
Consultants can see the materials you select and the product fields shown in your library’s default table view. Review both before inviting someone. Hide any sensitive product fields in that view before sharing.

​
What Consultants can do

Consultants use Shared libraries to open the firms that shared materials with them. The firm name identifies each library, even if several libraries have the same name.
  • Consultants see only shared materials and the product fields you’ve made visible to them.
  • They can search, filter, and sort the shared materials to find what they need.
  • Their access is read-only, whether the library is locked or unlocked. They cannot edit fields, add or remove materials, add notes or comments, lock the library, or change sharing.
  • Company notes, Product Notes, schedule comments, RFI details, and information about which projects use a material stay private to your firm.
The shared page uses the familiar schedule grid, search, filter, and sort controls. You can combine several filters and sorts, then scroll to see more results. Your choices do not change the firm’s saved view or anyone else’s view. Refreshing the page clears your search, filters, and sorts. If the list is empty, the firm may not have shared any materials yet, or your search and filters may have no matches.

​
Stop sharing

Uncheck a material in Manage shared materials to remove it from every Consultant’s shared selection. Remove a Consultant to end that person’s access to this library’s shared materials. Neither action deletes the person’s account or changes which company they belong to. They can still use any projects or Guest access you’ve given them separately.