Collaboration¶

Learn how to collaborate with your team using workspaces, sharing, and permissions.

Quick Links¶

• Workspaces - Organize team documents
• Sharing & Permissions - Manage access and permissions

Getting Started¶

1. Create a Workspace - Set up team collaboration
2. Invite Team Members - Add users to workspace
3. Share Documents - Share with specific users
4. Manage Permissions - Control access levels

Collaboration Features¶

Workspaces¶

Shared spaces where team members collaborate on documents:

• Shared document storage
• Team collaboration
• Permission management
• Organization by project or team

Learn more about Workspaces →

Sharing¶

Share documents with users or create share links:

• Share with specific users
• Share with entire workspaces
• Create shareable links (Pro+)
• Control permission levels

Learn more about Sharing →

Permissions¶

Control what users can do:

• View - See document only
• Download - View and download
• Edit - View, download, and edit
• Admin - Full control including sharing

Learn more in Sharing →

Common Workflows¶

Setting Up a Team¶

1. Create workspace for your team
2. Invite members with appropriate roles
3. Upload team documents to workspace
4. Set default permissions for new documents

Sharing a Document¶

1. Open document you want to share
2. Click "Share" button
3. Choose sharing method:
4. Share with user
5. Share with workspace
6. Create share link
7. Set permission level
8. Send invite or copy link

Managing Access¶

1. View who has access to document
2. Update permissions as needed
3. Revoke access when no longer needed
4. Audit regularly - Review access quarterly

Best Practices¶

Workspace Organization¶

• One workspace per team - Separate teams/projects
• Clear naming - Descriptive workspace names
• Set descriptions - Help members understand purpose
• Default permissions - Set sensible defaults

Permission Management¶

• Start with minimum - Grant view access first
• Promote as needed - Upgrade when required
• Regular audits - Review access quarterly
• Remove inactive - Clean up old access

Sharing Strategy¶

• Use workspaces - Better than individual shares
• Set expiration - Especially for share links
• Password protect - For sensitive documents
• Track usage - Monitor who accesses what

Workspace Roles¶

Permission Levels¶

Team Plans¶

Collaboration features available by plan:

Related Guides¶

• Document Management - Upload and organize documents
• AI Features - AI-powered capabilities

Need Help?¶

• FAQ - Frequently asked questions
• Contact Support - Get help