Share Documents with Staff

Steps

1. 1

   Go to Library and hover the document you want to share. Click the ⋯ menu on the card and choose Share with team.

2. 2

   In the Share dialog, search for a team member by name or email. Click Add to share the document with them.

3. 3

   Each shared user has a permission toggle: View lets them read the document, Edit lets them open it in the editor and make changes.

4. 4

   Switch a user's permission at any time by clicking the permission badge next to their name, or remove access by clicking the × on their row.

5. 5

   Shared documents show up in the staff member's Library automatically. They keep access until you remove them, even if they switch roles.

6. 6

   Anyone with Full library access (set from /team) or who inherits access from a parent folder shows up in the dialog in muted rows so you can tell direct shares apart from inherited ones at a glance.