Share items

You can share items with other people, whether you created them or someone else.
You can share the item with people who don’t have access to it yet, or you can share the item again with users who already have access.

1. On the home page, or in the item’s view, click on the 3-dots menu:
   

2. Then, click Share

3. A popup will open.
   The popup is divided into 2 sections:
   “Users” and “Workspaces”
   

4. “Users” section:

   • Shows up to 5 users from the workspace in which the item was created, sorted A-Z.

   • Under each user, you will see the workspaces to which the user belongs

   • By hovering over the user’s workspaces, you will see all the workspaces to which they belong
     

   • By hovering over the user’s name you will see their email address
     

   • By hovering over the user’s avatar you will see a user’s card with their email + workspaces.
     

5. “Workspaces” section:

   • Contains the list of all the workspaces in the company.

   • By expanding the workspace, you will see its members.
     

   • You can select all the workspace’s users by clicking “Select all”.

6. Once you selected users, you will see another section- “Selected”

   • You can remove the selected users by clicking “x” or “clear all”

7. You can search for a user/ workspace, using the search bar.

   • The results will show you both workspaces and users matches
     

8. In order to save your selection, click “Apply”