Collaborating with colleagues, channels, and teams.
NOTE: Sharing with a team is not a standard feature, to enable it, please contact our support team.
Accessing the Share Menu
There are two ways to initiate sharing:
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From My Space: Navigate to My Space > Dossiers, find your dossier in the list, and click the Share button.
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From Within the Dossier: Open the dossier you want to share and click the Share Arrow icon located in the top-right toolbar.
Sharing Options
When the dialog opens, you can choose your audience:
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Specific User: Type a colleague's name or email.
- Channel: Share with an entire distribution channel.
Note: You must have the Publisher role for that channel to share content.
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Team: Share with a pre-defined team group.
Note: Team sharing is a Pro feature. If unavailable, please contact support.
Setting Permissions (Roles)
When inviting a user or team, you must assign a role that defines their capabilities:
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Reader: Can view and search the dossier content but cannot make changes.
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Best for: Stakeholders who need to review the final output.
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Editor: Can edit content, share with others, assign tasks, and manage the dossier.
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Best for: Co-authors and collaborators working on the project.
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Managing Access
You can revoke access at any time.
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Open the Share menu again.
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Locate the user or channel in the list.
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Click the Remove button next to their name.
Restrictions:
Drafts cannot be shared: Only Released dossiers can be shared.
Private Organizations: Individual users in "Private organizations" are restricted from sharing dossiers.
Related articles:
How to set up channel roles (for Organization managers only)
How to change roles in the dossier detail