Sharing

For sharing within an organization, please see here.

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Sharing Files and Folders

You can share files and folders by right-clicking and selecting “Share” or selecting the three-dot menu. Available sharing options:

• Specific individuals (by email)
• Your entire organization
  • Select Move to Organization to move the file to your team’s Files
• Private (keep to yourself)

Files linked to a project also follow that project’s access. If the project is shared with your organization, everyone in the organization can view the linked files.

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Sharing Chats

You can share entire chat conversations with your organization:

1. Open the chat you want to share
2. Use the visibility selector to change the chat from Private to Public
3. Public chats are accessible to other members of your organization

Chats inside a project also follow that project’s access. If the project is shared with your organization, everyone in the organization can view those chats.

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Best Practices

• Use consistent naming conventions for shared folders
• Consider creating a folder structure that mirrors your team’s workflow
• Regularly review and update sharing permissions as team members change
• Share chats containing useful research or analysis to avoid duplicate work across your team