How to share a dossier?

In this article, you will learn how to share a dossier with a specific user, channel, or team.

NOTE: Sharing with a team is not a standard feature, to enable it, please contact our support team.

You can share the dossier by clicking the "Share" button in the dossier:

• Go to My space - Dossiers

• Open the dossier you want to share
• Click on the arrow (dossier share button) in the upper right corner

• Then you select the user, channel, or team you want the dossier to share with and (optionally) leave a comment.
• NOTE: For users/teams there is an option to grant READER or EDITOR role. Users/teams with EDITOR role can update the content, share, assign, etc. READER role allows users/teams only to read the dossier content. When you share a dossier with a channel, members of that channel will be able to search for the dossier and read its content

• You can unshare the dossier by clicking on the Remove button next to the user/channel/team name.

You can share the dossiers only with the users within your organization or with the channels where you have a PUBLISHER role

Only Released dossiers can be shared. Dossiers that are Archived or have status Draft or Submitted cannot be shared.

Individual users in "Private organizations" are not allowed to share dossiers

Related articles:

• How to set up channel roles (for Organization managers only)
• How to change roles in the dossier detail