Sharing and access
Sharing gives another team access to a thread, folder, or category without moving ownership. Your team stays the owner; the other team sees the item in their Shared view and can open it with the role you granted. That makes sharing the collaboration tool — to hand items over for good, use a shipment instead.
Who you can share with
Section titled “Who you can share with”- Teams in your own organization — always available, no setup required.
- Teams in other organizations — only after your organizations are linked by a connection, and only if the connection’s data-flow direction lets your team send. When it doesn’t, the team appears in the share dialog but is disabled with the reason “Connection does not allow sharing data with this team.”
Each share grants one role, chosen from the Relation picker:
| Role | What it allows |
|---|---|
| Viewer | Open the item and read its data. |
| Editor | Open the item and make changes. |
Share a thread, folder, or category
Section titled “Share a thread, folder, or category”-
Open the item and click Share in its header (on items you can’t manage, the button reads Access instead — see below).
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In the dialog, find “Share with a connected team” and select one or more teams. Teams that already have a direct share are managed in the access list instead; a team that only inherits access shows “Already inherits access — sharing adds a direct grant.”
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Pick a role in the Relation picker for each selected team.
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Click Share. A confirmation such as “Thread shared” appears, and the item shows up in the other team’s Shared view.
The Access view
Section titled “The Access view”The same dialog is dual-mode:
- If you can manage sharing on the item, it opens as “Share …” with the description “Manage access to this thread.” (or folder/category) and shows the full share controls.
- If you can’t (for example, you’re a viewer or editor on a thread another team shared with you), it opens as a read-only access summary — “Thread access” — with the note “Read-only — only teams who can share this thread can change who has access.”
Both modes show the “Who can access” list: “Everyone who can open this thread, and how.” Each team entry is labeled with how it got access:
- Owner — the owning team (“Owns this thread”).
- Shared directly — a direct grant, shown with its role, e.g. “Shared directly · Viewer”.
- Inherited from … — access that flows from a container, e.g. “Inherited from folder “Receiving” · Editor“.
Inherited access
Section titled “Inherited access”Sharing a folder, category, or assembly automatically extends access to what’s inside it. On an individual thread, the Access view shows these grants as “Inherited from” the folder, category, or assembly they come from.
Inherited access can’t be removed on the thread itself — remove or change the share on the container instead. If a team has both a direct share and inherited access, removing the direct share keeps the inherited access; the dialog warns: “Removing the direct share won’t revoke access — still inherited from …”, and the confirmation reads “Direct share removed — inherited access remains”.
The Shared page
Section titled “The Shared page”The Shared entry in navigation opens two tables:
- “Shared with team” — “Items that others have shared with you.” Columns include Item, Permission, Shared By, and Owner. This is where anything a partner team or a sibling team granted you appears.
- “Shared” — “Items you have shared with others.” Columns include Item, Permission, and Shared With, so you can audit everything your team has granted out.
Both tables are searchable by item name.
Suspended shares
Section titled “Suspended shares”Cross-organization shares depend on the connection between the two teams. A share can become suspended in two ways:
- Connection paused — the share is labeled “Suspended — connection paused”: “The connection is paused, so this share is suspended and can’t be edited. It resumes automatically when the connection is resumed.”
- Direction no longer allows it — the share is labeled “Suspended — direction not permitted”: “The connection no longer allows sending data to this team, so this share is paused and can’t be edited. Update the connection direction to restore it.”
While suspended, the other team loses access, but nothing is deleted — restoring the connection (resuming it, or amending its direction) restores every suspended share automatically.
Unshare
Section titled “Unshare”In the manage view of the dialog, use Manage next to a team and choose Remove direct share. The confirmation reads “Thread unshared” (or folder/category). Remember that inherited access survives — revoke it at its source container.
