Sharing
Need someone to review your work? Want a teammate to collaborate on a project? Sharing lets you invite people with the exact level of access they need — view-only for stakeholders, edit access for collaborators.
Where to share from
Dashboard
- Select a project, folder, or document
- Click Share in the action bar (or right-click and choose Share)
Preview
- Open Preview for a document
- Click Share in the header
Both open the same share modal.
Inviting people
- Enter one or more email addresses (comma-separated for multiple)
- Choose a permission level:
- View — Can see but not edit
- Edit — Can make changes
- Edit & Share — Can edit and invite others
- Click Send Invite
They'll receive an email with a link to join. Until they accept, the invitation shows as "Invite sent" in the share modal.
Managing invitations
In the share modal, you'll see:
- Owner — The workspace owner, marked with a badge
- Members — People with access, showing their permission level
- Invited — Pending invitations waiting to be accepted
For pending invitations, you can:
- Resend — Send the invitation email again
- Revoke — Cancel the invitation
For accepted members, you can change their permission level or remove them entirely.
What you can share
You can share at different levels:
| Level | Who gets access |
|---|---|
| Workspace | Everything in the workspace |
| Project | Everything in that project |
| Folder | Everything in that folder |
| Document | Just that document |
People shared at a lower level (like a single document) appear as "Guests" in the workspace members list.
Project visibility
Projects have a visibility setting:
- All-Members — Everyone in the workspace can see the project
- Invite-Only — Only people explicitly shared can see it
You need Edit & Share permission to change a project's visibility.
Troubleshooting
Share button is disabled
You need Edit & Share permission to invite others. Ask someone with that access to share on your behalf.
Person can't find the shared item
Check that:
- They accepted the invitation (look for "Invite sent" status)
- They're looking in the correct workspace
- The project visibility allows them to see it
I want to remove someone's access
Open the share modal, find them in the member list, and remove them or change their permission to View.