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Use Collivo’s sharing controls to give people access to the work they need. Project sharing is for project participation; item sharing is for a specific file or folder in your area.

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Before you begin

  • To share a project, the person must belong to your organization.
  • To share a private item, the person must already be a member of the project.
  • Choose View, Edit, or Manage according to the work the person needs to do.

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Share a project

  1. Open the project.
  2. In the project top bar, select the More options menu .
  3. Select Share Project.
  4. Under Invite people, use Search people or enter email address to find the person.
  5. Select the permission dropdown and choose View, Edit, or Manage.
  6. Select Invite.
  7. Select Done.
The sharing dialog also includes Copy link . A copied link does not give someone new permissions; the recipient still needs access to the project.

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Share a private file or folder

  1. Open the project and select the Files tab .
  2. Expand and find the file or folder.
  3. Open its sharing control .
  4. Under Share with people, use Search for project members to find the person.
  5. Select the permission dropdown and choose View, Edit, or Manage.
  6. Select Share.
  7. Select Done.
The item remains in your area. For the recipient, it appears under .

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Review organization members

Organization admins can review members and roles:
  1. Select Settings in the sidebar.
  2. Under Organization, select User management .
  3. Review the member’s email address, status, and role in the user table.
The page shows active, pending, available, and total seats. It also provides Member and Admin role controls.
Invite User is unavailable when the organization has no available seats.

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Check the result

After sharing:
  • A project participant can open the project and its area.
  • A person who received a private item can find it under .
  • The actions available to that person reflect the assigned permission level.

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If someone cannot find the work

Confirm that they are using the correct organization and project. For a directly shared private item, ask them to check rather than . See Troubleshoot permissions for additional recovery steps.