Overview
Share deliverables from the document preview or employee drawer — either by widening visibility (team, workspace, squad) or by granting a specific person view or edit access.
Share with a squad
The fastest way to collaborate on an initiative:
- Add the file to the Squad (or create it inside the squad run — the working document does this automatically).
- Every squad member sees the file on the mesh and in the Squad panel.
See Squads fundamentals.
Share with a team or workspace
When a whole group needs access:
- Open the document from the mesh or drawer.
- Change visibility to Team or Workspace (when your role allows).
- Confirm if Tess asks for approval.
See Who can see a document for what each level means.
Share with specific people
When only one or two colleagues need access:
- Open the document.
- Add them with View (read-only) or Edit (can update content).
- Revoke access anytime from the same sharing control.
Use this when changing squad or team visibility would be too broad.
When to use which approach
Squad membership is usually simpler than many individual grants — prefer squads for ongoing collaboration.
Next steps
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