Manage the Collaborators of your Shared Collections
Once your Collection is in the Shared Collections folder, you can invite others to collaborate.
Access Collection Settings
Click on the options menu (vertical kebab) next to the shared Collection and select Share
or Click the “Share” button on the shared Collection.
Add Collaborators
In the panel that appears, enter the email addresses of your collaborators and either click Add
or press return/enter on your keyboard.
Send Invitations
Click “Send Invites” to grant access to the specified users.
Inviting collaborators
What happens after inviting?
Pending invites
.As a Collection owner or collaborator with appropriate permissions, you can manage access to shared Collections.
Collection under Shared Collections can also be shared with anyone who has link to it.
Access Collection Settings
Click on the options menu (vertical kebab) next to the shared Collection and clicklick the Invite
button on the shared Collection.
Generate a Shareable Link
In the panel that opens, select the Anyone with Link
tab, and click the Generate Link
button. This will create a link you can share to invite others to the Collection.
Share Invitation Link
After copying the link, you can share it through any communication channel you prefer.
Invite Using a Link
Access Collection Settings
Click on the options menu (vertical kebab) next to the shared Collection and select Share
or Click the “Share” button on the shared Collection.
Add Collaborators
In the panel that appears, switch to the Entire Comany
t
Send Invitations
Click Enable
to grant access to everyone in your company.
Inviting your whole company
This will not work with public domains like gmail.com, yahoo.com, etc.
Access Collection Settings
Click on the options menu (vertical kebab) next to the shared Collection and select Share
or Click the “Share” button on the shared Collection.
View and Modify Collaborators
In the panel that appears, click on Remove
next to the user you want to remove from the shared Collection
Confirm
In the popup that appears, confirm the removal twice to proceed.
Remove collaborators
For new users under Pending invites
, you are able to revoke their access before they have accepted the email invitation.
Access Collection Settings
Click on the options menu (vertical kebab) next to the shared Collection and select Share
or Click the “Share” button on the shared Collection.
View and Modify Collaborators
In the panel that appears, click on Revoke
next to the new user you want to remove from the shared Collection. There will be no further confirmation message.
Revoke collaborator invite
Regularly review your shared Collections to ensure only the right people have access.
Collaboration Limitations
Exercise caution when sharing Collections containing sensitive information. Always double-check the email addresses of invitees to ensure you’re granting access to the right people.
Access Levels
Role | Permissions |
---|---|
Owner | Full edit/delete/share rights |
Collaborator | Add content + SmartChat™ access |
Inheritance Rules
Receive and Access the Invitation Link
Registration/Account Creation (If Necessary)
Access the Collection
Engage With the Collection
Access Collection Invitations