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In this video, we’ll review how to share your design in Figma with stakeholders and collaborators, detailing how to set permissions, assign files to projects, and manage access for real-time feedback.
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Welcome back, in this video,
0:00
I'll show you how to share your design
with stakeholders and collaborators.
0:01
Once you're ready for
0:04
their feedback to start, I'll head up to
the share button in the top right corner.
0:05
Once clicked, we see a pop up, you'll
notice a notification saying to invite
0:11
people to edit this file,
we must move this draft into our projects.
0:15
This means we need to assign
the file to a project first,
0:19
below there's a field to add the email
of a user we want to invite.
0:22
For this demo, I'll use testattest.com
permissions can be set to can view or can
0:25
edit, allowing users to either just view
the design or collaborate in real time.
0:30
I'll delete the email for now, underneath
the email input, we have access permission
0:35
settings where we can adjust who
has access and in what capacity.
0:40
If I click to adjust these settings,
another popup appears, if you've used
0:43
collaborative tools like Google Docs,
these share settings will feel familiar.
0:47
You can choose whether anyone
with the link has access or
0:51
restrict it to specific
people you invite via email.
0:54
You can also decide what
actions they can take, viewing,
0:56
which also allows commenting or
full editing permissions.
0:59
To grant edit permissions, you'll need a
paid professional plan, keep in mind that
1:03
adding users with edit access will
automatically add them to your team,
1:07
which will increase your billing fees.
1:10
However, users can view your file for free
with no limit on the number of viewers.
1:12
Alternatively, collaborators can
make a copy of your file and
1:16
edit it themselves for free,
1:20
but they will no longer see any updates
you make to your file in real time.
1:21
For extra security,
you can add a password to the document,
1:25
which will be required to view, comment,
or edit depending on their permissions.
1:28
However, adding a password also
requires a paid professional plan,
1:32
let's head back to the main screen.
1:35
Here you can copy the dev mode
link to share with developers or
1:39
copy the prototype link.
1:42
If you just want someone to view and
1:43
use the prototype without
access to the design file.
1:45
You can also publish your
file to the community,
1:48
allowing other users to make
their own copy and edit it.
1:50
Lastly, there's an option
to get an embed code for
1:53
embedding your design in
tools like Notion or Coda.
1:56
Now let's take a quick look at what
someone sees when they receive a link
1:59
to your work in Figma.
2:02
When a stakeholder or
collaborator opens the link,
2:07
they'll see a welcome to Figma message and
be invited to create an account.
2:09
They can sign up with their email or
continue with their Google account.
2:13
Once signed in, they can start adding
comments if they have edit permissions.
2:17
They'll also be able to select elements,
make changes, or add new components.
2:22
This highlights Figma's
multiplayer functionality,
2:26
enabling real time collaboration.
2:29
For example, if I select the first
card pattern in our design file and
2:31
then switch back to the collaborator view,
you'll see that card highlighted in pink.
2:34
That magenta color is associated with
my account, indicated by the D for
2:38
Daniel in the corner.
2:42
This shows others what I'm selecting or
editing in real time, and that's it.
2:43
Figma makes sharing and
collaborating seamless and intuitive,
2:47
with robust options to
fit different workflows.
2:50
Join me in the next video, where I'll
cover the pros and cons of Figma and
2:53
whether or not Figma is right for you.
2:56
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