Share Pages and Knowledge safely

Choose the level of access

Use the resource’s sharing controls to select the person and the supported viewer or editor permission. Decide whether they should only read, or also change the document or record.

A Slack channel assignment controls who may request work. A provider account controls execution. Page and Knowledge collaborators control direct resource access. These are separate choices.

Check the collaborator experience

1. Share only the intended Page, table or record.
2. Ask the collaborator to open the exact resource.
3. Confirm viewer access before assuming editing is available.
4. For Knowledge edits, check both table and record permissions.
5. When access is no longer needed, remove it through the same sharing controls.

Keep client work scoped

Select shared sources deliberately. A link, a Project label or an identity connection is not a substitute for permission to read the underlying resource. Review the audience before asking an agent to return private material to a shared channel.

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