How to share your work in Assist 2.0

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. Assist 2.0 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 workspaces, projects, templates, and agents 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, add new outputs within a shared project, or build templates and agents for the team to use. 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.

Templates and Agents

New agents and templates start in your Private space. You can share them with selected people or make them available more widely.

Share with specific people

1. Open Library and select Private.
2. Find your agent or template and click Share.
3. Search for people by name or email and tick those you want to give access to.
4. Click Save sharing.

They’ll find the item under Shared with me and can use it in chat.

To remove someone’s access, click Share again, untick their name and click Save sharing.

Share with your workspace or organisation

Where available, use Promote in the item’s three-dot menu to make it available at workspace or organisation level. Available actions depend on your permissions.

Cloning creates a separate copy; promoting changes where the existing item is available.

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, templates, and agents that are available to everyone.
• 📊 Viewing platform-wide usage reports.
• 🔐 Managing the organisation's primary workspace.
• 🛠️ Approving custom skills (where enabled).

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, project, template, or agent, it is visible only to you.

Sharing and promotion: Use workspace or project sharing controls to invite collaborators. For private agents and templates, click Share to give selected people access. Where available, use Promote to make an item available at workspace or organisation level.

Check the scope: Workspace and project content follows its access settings. Organisation-level knowledge, agents and templates can be available across workspaces, so check an item’s scope before sharing or reusing it.

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.