Sharing

Share build configurations with team members, groups, units, or your entire organization.

Sharing Options

Variants (conversations) can be shared with:

Share Permissions

Each share has a permission level:

Sharing with Users

Share directly with a colleague:

1. Open the conversation
2. Click Share button
3. Select User
4. Enter their email address
5. Select permission (view/edit)
6. Click Share

The user will see the shared configuration in their sidebar.

Sharing with Groups

Groups simplify sharing with multiple people:

1. Create a group (e.g., “QA Team”, “Reviewers”)
2. Add members to the group
3. Share with the group

All current and future group members receive access.

Creating Groups

1. Go to organization settings
2. Open Groups tab
3. Click Create Group
4. Enter name and description
5. Add members
6. Save

Managing Groups

Sharing with Units

Share with an entire unit:

1. Open the conversation
2. Click Share
3. Select Unit
4. Choose the unit
5. Select permission
6. Share

All unit members, regardless of team, receive access.

Sharing with Teams

Share with a specific team:

1. Open the conversation
2. Click Share
3. Select Team
4. Choose unit, then team
5. Select permission
6. Share

Only members of that specific team receive access.

Organization-Wide Sharing

Share with everyone in your organization:

1. Open the conversation
2. Click Share
3. Select Organization
4. Select permission
5. Share

All organization members receive access.

Same-Organization Validation

Sharing is restricted to your organization:

• Cannot share with users in other organizations
• Email addresses are validated against organization membership
• Cross-tenant sharing is blocked at API level

This ensures data stays within your organization.

Managing Shares

View Current Shares

1. Open the conversation
2. Click Share
3. See list of current shares

Remove a Share

1. Open share dialog
2. Find the share to remove
3. Click the X or Remove button
4. Confirm removal

Change Permission

1. Open share dialog
2. Find the share
3. Click the permission dropdown
4. Select new permission
5. Save

Share Notifications

When you share with someone:

• They see the item in their sidebar
• Email notification (if enabled)
• In-app notification

Shared With Me

View items shared with you:

1. Look for the Shared section in sidebar
2. Or filter conversations by “Shared with me”

Shared items show who shared them and what permission you have.

Best Practices

Use Groups for Recurring Shares

If you frequently share with the same people:

1. Create a group
2. Add the members
3. Share with the group
4. Update membership as needed

Permission Guidelines

Audit Sharing

Periodically review who has access:

1. Open configuration
2. Review share list
3. Remove outdated shares
4. Verify permissions are appropriate

Sharing Workflows

Review Workflow

Creator → share (view) → Reviewer → comments → Creator updates

Collaboration Workflow

Team Lead → share (edit) → Team Members → concurrent editing

Template Workflow

Platform Team → share (view) → All Teams → fork for customization

Troubleshooting

Can’t Find User to Share With

• Verify they’re in your organization
• Check email address spelling
• Ask them to accept organization invite

User Can’t See Shared Item

• Verify share was created
• Check permission level
• User may need to refresh
• Confirm organization membership

Can’t Edit Shared Item

• Check your permission (view vs edit)
• Contact owner to change permission