How to share a BOM

  1. Click the “Share” button located on the top right of a BOM view
  2. When prompted, in the “Share settings” window, enter the email of the person(s) you wish to share the BOM with and their assigned view permission, either “Can Edit” – read/write or “Can View” – read only.  If you wish to include as part of the shared BOM all sub-assemblies associated with the BOM, check “Include and share all sub-assembly BOMs“. Click “Share” button when done.  Note: Don’t forget to assign access permission before you click “Share”.  
  3. Others can now access the BOM and work simultaneously with you or access the BOM at any other time.  Avatars of people the BOM is shared with will appear in the upper left of the BOM view.

 

BOMs can also be shared directly from the BOM Dashboard.  Click the “share” icon to share or modify the shared options.