Permission levels
Every person in a workspace has one of three permission levels:| Level | What they can do |
|---|---|
| Viewer | Read all cards and content; cannot make changes |
| Editor | Add, edit, and delete cards; invite other collaborators |
| Owner | Full access; can change collaborator permissions and remove people |
There is only one owner per workspace — the person who created it. Ownership cannot be transferred.
Opening the share dialog
Open the workspace you want to share, then click the Share button in the workspace header. The share dialog gives you access to all sharing options.Inviting a collaborator by email
The invited person receives an email with a link. When they click the link, they must sign in (or create an account) with the same email address the invite was sent to. If they’re logged in with a different email, they’ll see an error and need to switch accounts.
Pending invites are listed in the share dialog under the collaborator list. You can revoke an invite before it’s accepted by clicking Revoke next to it.
Sharing via link
A share link lets anyone with the link join the workspace — no email address required.Select Collaborative
In the link section at the bottom of the dialog, make sure Collaborative is selected (not “Share as Copy”).
Sharing a copy
If you want to give someone their own independent version of your workspace — without connecting them to your live workspace — use the Share as Copy link. In the link section of the share dialog, select Share as Copy, then click Copy. The recipient opens the link and gets a duplicate of your workspace that belongs entirely to them. Changes they make don’t affect your workspace, and changes you make don’t affect theirs. Copy links do not expire.Accepting an invitation
When someone shares a workspace with you, you’ll receive a link by email or directly.Sign in
If you’re not already signed in, you’ll be prompted to sign in or create an account. For email invites, use the same email address the invite was sent to.
Managing collaborators
Owners can manage collaborators from the share dialog. To change a collaborator’s permission level: Open the share dialog and find the person in the collaborators list. Use the dropdown next to their name to switch between Viewer and Editor. To remove a collaborator: Open the share dialog, find the person, and click the trash icon next to their name. They lose access to the workspace immediately.Only the workspace owner can change permissions or remove collaborators. Editors can invite new people but cannot manage existing access.