Share work in a channel and access follows its membership. New members can open the shared work; people who leave lose the access they received through that channel. Agents inherit your permissions too.
You can still control access to each item from Share.
You can send any Block to anyone. A document, task, email, call, canvas, spreadsheet, database, or folder uses the same Share dialog. Send it to a teammate, to an email address, or into a channel.
Send it
Open Share. In To: Email or group, add a person, an email, or a channel. A document or task starts at Can edit. A PDF starts at Can comment. Everything else starts at Can view, and an email is always Can view. Change the level if you need to, add a message if you want one, then press Share.
An email address is enough to send it to that person. Anyone with the link stays off unless you turn it on. Only then can anyone with the URL open it, including people without a Macro account.
You stay the Owner. Change or remove someone later under People with access.
Who can open it
- The person or channel you send it to gets the access you picked.
- Mention a Block in a channel and everyone there can open it. Someone who joins later can too. Someone who leaves cannot.
- On a team, a new task is shared unless you turn off Share with your team. A call started from a channel is shared unless you uncheck Share with team.
- Team access gives your whole team view, comment, or edit. No team access leaves the team out.
General Rules
Someone needs access to a file to receive its inbox notifications. Mentioning a person in a document or task body does not send a notification. Mentioning them in a comment or channel message does.
Documents
Explicitly sharing a document sends a notification. Mentioning someone in a comment notifies them; mentioning them in the document body does not. Use Anyone with the link only when you want people outside the current access list to be able to open it.
Tasks
On a team, tasks are shared with the team by default. Turn off Share with your team when creating a private task. Assigning a task sends the assignee a notification. Mentions in comments also notify people; mentions in the task body do not.
Channels
Add people by email in the participants tab, including people who do not yet have a Macro account. Non-Macro users receive email notifications. @here notifies the channel, @user notifies one person, and @Macro invokes the agent.
New members can see the full conversation history and open the work mentioned in it. Removing someone removes the access they received through that channel.
Team channels are discoverable by teammates. Enable automatic adding if current and future teammates should join automatically. Private channels are only visible to invited participants and do not appear in search for non-members.
Calls
Calls started from a channel share their recording and transcript with the team by default. Uncheck Share with team to keep a call in your personal memory. Transcripts and summaries appear on the call.