Sharing & Collaboration

Access Controls

Sharing & Collaboration | Access Controls

Creately gives you mutiple options for collaboration, so you have precise control on who can access and edit your workspaces.

Adding Collaborators to a Workspace

Adding Collaborators to a Folder

Sharing folders lets you invite users onto Creately to collaborate as editors and reviewers.

Note: You can’t share the Home folder and the folders that are shared with you with view-only access.

You can add a collaborator to a folder as follows:

  1. Go to Main MenuMain Menu → click on the FoldersFolders icon.
  2. Navigate to the folder you would like to share.
  3. Click the option on the top-right corner as shown below.
  4. Add the emails of the collaborators you would like to invite or if you are on a paid plan, you could share it with the whole team by setting permission to Anyone at [plan name].
Add Collaborator to a Folder
Add Collaborator to a Folder
Add Collaborator to a Folder
Add Collaborator to a Folder
Add Collaborator to a Folder

Changing Collaborator Roles

You can change a collaborator’s role from Editor to Reviewer and vice versa both in folders and workspaces.

To change the collaborator role of a folder:

  1. Open the relevant folder where you want to change the collaborator’s role.
  2. Select on the header bar.
  3. Under Collaborators, select the current role of the collaborator from the drop-down menu next to the name of the collaborator.
  4. You can then switch the role from Editor to Reviewer or vice versa.
Change Collaborator Role
Change Collaborator Role
Change Collaborator Role
Change Collaborator Role
Change Collaborator Role

Note: When you change a collaborator’s role in a folder, he inherits the same role for all the workspaces in that folder.

Removing Collaborators

You can remove a collaborator by opening the specific folder from the folder panel and clicking the button next to the collaborator name you would like to remove.

Remove Collaborators
Remove Collaborators
Remove Collaborators

When you remove the collaborator:

  • The collaborator is automatically removed from accessing the workspaces within the folder and no longer have access to edit or view workspaces.
  • The collaborator cannot access the folders or view them in the folder panel.
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