How to share an output

Please note: some clients may have custom permissions configured by their account manager. If your setup differs, please consult your account manager for details.

You've created something great, and now it's time to share it with your team. Our platform is built on the principle of "privacy by default," meaning you are always in complete control of who sees your work. This guide will walk you through how to share your projects and workspaces securely and effectively.

The Core of Sharing: Workspace & Project Roles

Sharing happens at the level of a specific Workspace or Project. When you create a new item, you are its owner. To bring collaborators on board, you simply need to share it with them and assign one of three distinct roles.

Choose a role based on the level of access you want each person to have:

• Admin: This role grants the highest level of access to your specific item. An Admin can do everything you can, including renaming the workspace or project, managing its settings, and sharing it with even more people.

  
  
  • Best for: Co-leaders, project managers, or trusted collaborators who need full control.
  • Creator: A Creator can actively contribute new content. For example, they can create new projects within a shared workspace or add new outputs within a shared project. However, they cannot change the item's core settings or manage its permissions.
  • Best for: Team members who need to add their own work and collaborate on content.
  • Viewer: This is a "read-only" role. A Viewer can see all the contents of the workspace or project but cannot create, edit, or change anything.
  • Best for: Stakeholders, clients, or team members who need to review progress without making changes.

Understanding Your Overall Role in the Organisation

While you control sharing for your individual projects, every user also has a role at the higher Organisation level. This role, either Member or Admin, defines your baseline capabilities across the entire platform.

• Member: This is the standard user role with access to create and collaborate on the work they own or have been invited to.

  Organisation Admin: This role has the highest level of access across the whole organisation. An Organisation Admin can perform exclusive actions like:

  • ➕ Adding knowledge and templates that are available to everyone.
  • 📊 Viewing platform-wide usage reports.
  • 🔐 Managing the organisation's primary workspace.

It's important to know that even an Organisation Admin cannot see your private work unless you explicitly share it with them.

Privacy First: Your Work is Secure by Default 🔒

We believe your work should be yours alone until you decide otherwise. Here’s how our privacy-first approach protects you:

• Private by Default: When you create a new workspace or project, it is visible only to you.

  
  
• Explicit Sharing Required: To give anyone—even an Organisation Admin—access, you must manually share the item with them. Your private spaces remain completely private.

For teams that prefer a more open environment, you can streamline your workflow by changing your default settings. You can configure your account to automatically grant a specific access level (e.g., Viewer) to everyone in your organisation whenever you create something new. This can also be set up for you by your account manager.