Sharing and Permissions

The Rhetis project can be shared via link or email invitation. When sharing, you separately set who can access and what actions are allowed.

Project Permissions

Project sharing permissions differ from workspace roles. Workspace owner, admin, and editor roles set member scope and settings, while project view, comment, and edit permissions define access to specific decks.

Share via Link

1. 1

   Open the project’s share menu

   Select Share from the top share button or the project menu.

2. 2

   Choose link permission

   Select the minimum required permission among view, comment, or edit.

3. 3

   Decide whether to allow external sharing

   If external sharing is enabled, users with the link can access it with the set permission. If disabled, only invited users can open it.

4. 4

   Copy the link

   Click copy link and then deliver it through a secure channel.

5. 5

   Verify in a private window

   If it’s for external sharing, confirm that it opens with the expected permission in an incognito window or a test account.

Invite via Email

• Enter a name or email address in the input field.
• Separate multiple addresses with commas, Enter, or line breaks.
• Select the permission to invite.
• Double‑check the email address before inviting.
• Check the invitation result for failures or existing members.
• Permissions can be changed later in the share modal.

Secure Permission Settings

• External reviewers typically use view or comment permissions.
• Grant edit permission only to team members who need to modify the project.
• Links with external sharing enabled are hard to control once shared.
• For client or internal financial data, prefer individual email invitations over link sharing.
• After review, disable external sharing or lower permissions.
• Verify permissions for former employees and contract‑ended users in both the workspace and the project.

When the Link Won’t Open

• Verify that the entire link was copied.
• If external sharing is off, you must log in with the invited email.
• Ensure the invitation email and login email are the same.
• Check whether the owner changed sharing permissions or deleted the project.
• Verify that the company security browser isn’t blocking cookies or redirects.
• Report the permission‑error screen and the time it occurred to the owner.