When creating a preset following information can be saved:
Map location and zoom level
Open models
Selected marking filters
Selected background map
Selected overlay maps and settings
So when creating a preset, keep in mind which information can be shared. Once the wanted files and maps are visible, create a preset by clicking Presets > Manage Presets.
Click New preset to start the creation of a preset.
There are five checkboxes, which define what is being saved to the preset.
Other options include model version, naming and share settings.
Model version handling -dropdown list has two alternatives; Always use the latest versions and Keep the current versions. This means that if a file is revisioned, will the preset use the latest version or the one that was available when preset was created.
Preset name -field is meant for naming the preset. Use as descriptive name as possible, to ease the usage.
Who can see this preset? -dropdown list has three alternatives; Only me / All project members / Specific users and groups.
Once the settings are as wished, proceed by clicking Save.
If "specific users and groups" -option is selected, then a separate dropdown menu is opened. This dropdown contains all the project users and groups. Select the wanted users and groups and click Save.