What can I share?

How Sharing Works

• Files can be shared from the File System directly. Click on any file to open the File Info Card, and you’ll see a share option at the bottom.

• Any File that has been added to a Project (which we track separately as a Project File) is automatically shared with any user added as a Project Member.

• Note on permissions: Files are only ever shared as read-only shares. Files are treated as unchanbeable assets in our object graph (so, versions of files are stored separately). This has lots of benefits (audit trails; version histories) but it also simplifies sharing.

• Sharing a Project is done by adding another User as a Project Member. When you do this, you’ll be asked for whether you want it to be a read-only shares or a write share.

• Permissions: a read-only User can see the contents of a Project (including child resources like Project Files and Notes), but can’t change anything. A Project Member given “write” permissions can change (but not delete) all of the nested resources in a Project (Goals, Tasks, Notes).

• Agents are shared by virtue of being made org-scoped. Only Users with the Org Admin role can do this.

• Chats / Conversations can be shared in multiple ways.

• Public link share: this converts the chat into a standalone HTML web page with a dedicated URL that you can give to others (they don’t need an account). Note that you can secure public shares by adding a password, setting an expiry date, and/or setting a max view count.

• User-to-user shares: from the chat sidebar, if you click the dropdown menu on a conversation you can select a user-to-user share.

• Read-only: the user user can read the transcript of the Conversation, but they will not have an input box on the chat interface and cannot modify it.

• Read/Write: this is basically a group-chat like in WhatsApp, Teams or other messaging app, with one key difference - there is an AI Agent (or more than one!) in the chat. This is an excellent feature for you and your colleagues to collaborate on a topic alongside an Agent or Team of Agents.

• Notes can be shared with public links, or from within a Project.

• For public links, the same options for public link shares as are used for chats (see above) apply.

• The best way to share a Note with another user is to add it to a Project, and then add the other user as either a read-only or read/write Project Member.