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Bring your team into a Project

Sharing a Project lets colleagues see the same Files and chats and collaborate with you. You can invite people three ways — by email, by domain, or with a secret link — and set what each person can do with a role.

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Open the share options

The Share this Project panel with Secret Link, Invite by Email and Domain Access options
  1. Open the Project you want to share.
  2. Open its share panel — the “Share this Project” section, or click the “Share Project” button.

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Invite by email

The Invite by Email field with a role dropdown and the Add button
  1. In the “Invite by Email” section, type one or more addresses in the field (placeholder: “Mark@MyCompany.com, Margaux@MyClient.com, etc…”).
  2. Choose a role from the dropdown — Owner, Collaborator, or Reader. It defaults to your own role.
  3. Click “Add” to send the invitations.

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Other ways to invite

The Share a Secret Link options for the Owner, Collaborator and Reader roles
  • Domain Access — in the “Domain Access” section, enter a domain (placeholder: “MyCompany.com, MyClient.com, etc…”) so anyone with an email from that domain can see the Project. Separate multiple domains with a comma.
  • Secret Link — in the “Share a Secret Link” section, click “Create Secret Link”, then “Copy Link”. Anyone with the link is added to the Project at the role you set.
ℹ️ Good to Know: The three roles are Owner (full admin access), Collaborator (can chat and add Knowledge), and Reader (can read chats and Knowledge). Not sure which to pick? Use the “Learn about Project Roles” link in the share panel.
⚠️ Important: A Secret Link adds anyone who opens it to your Project at the role you chose. Share it only with people you trust, and use Reader if you just want them to view.

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FAQ

The role you can assign is capped at your own role. The invite form defaults to Collaborator, or to your role if it’s higher. If you can’t assign a role you expect, ask a Project Owner.
Domain Access only matches people whose Chief account email is on that exact domain. Confirm they signed up with their work email on the matching domain, and that you spelled the domain correctly.