Skip to main content

​
Sharing a Conversation

Every conversation belongs to the person who started it. Sharing is how you let colleagues read it — and, if you choose, reply in it.
Only the owner can share a conversation, change anyone’s access, rename it or delete it. Everyone else sees no sharing controls at all, because those actions would be refused if they tried.

​
Opening the share panel

1

From the conversation

Open the conversation and use the share control at the top. Its label tells you the current state without being clicked — Private, 1 person, 3 people or Team — and shows the faces of the people who have been added.
2

Or from the conversation list

In the Conversations sidebar, open a row’s overflow menu and choose Share…. The menu appears on your own conversations only.

​
General access

The top of the panel is one choice between three states: Widening to the whole account asks you to confirm first, and it can be undone at any time. Going back to Only me while people are named also removes their access — the panel warns you how many people that affects before it does anything.
Account-wide visibility grants reading, not replying. Someone who can see a team-visible conversation still needs an access level of their own before they can take a turn with the assistant.

​
Access levels

Each person you add carries a level of their own: The panel says it in one line: Editors can reply in the conversation; readers can only follow it. Anyone mentioned in a message is added here too.

​
Adding someone

1

Pick the level first

The as dropdown beside the picker sets the level for the person you are about to add. It defaults to Editor.
2

Then pick the person

Choosing a name from Add someone is what sends the invite — there is no separate confirm step, which is why the level is chosen first.
The picker offers active members of your account only. You are excluded from your own list, as is anyone already added and anyone whose invitation to the account is still pending.

​
Changing someone’s level

Use the dropdown on their row. The change takes effect immediately. If it fails, the dropdown snaps back to the level they actually hold rather than showing something that did not happen.

​
Removing someone

Each row has a Remove button. That is the whole revoke path, and it is the owner’s: an invitee cannot remove themselves. Removal keeps working for someone who has since been suspended or removed from the account — which is exactly when it matters most. The panel shows a link to the conversation and offers to copy it. The link is a shortcut, not a grant: if general access is Only me, nobody but you can open it, and the panel says so. Share with specific people or the whole account first, then send the link.

​
What a read-only participant sees

  • The full conversation, including everything the assistant has done.
  • A label at the top reading Shared by … · Read-only, naming the owner.
  • No composer. In its place: You have read-only access to this conversation. Ask its owner for editor access to reply.
Someone who opens a link to a conversation they were never added to — or whose access has since been removed — is told the conversation was not found or is no longer available to them, and is pointed back to their own list.

​
Sharing with someone outside your team

Colleagues are account members. Everyone else — a customer, a supplier, a contractor — belongs in the client portal, which works on assignment rather than on the share panel described here. See Client Portal.

​
Next

@Mentions

Add someone to a conversation from the composer, without opening the share panel.

Finding Shared Conversations

Where a shared conversation turns up for the person you shared it with.