Share a project with your team

Project collaboration lets a group work from the same chats, files, and shared project settings. You can share only with teams you belong to and people listed in those teams.

Share the project

You must be a project owner and belong to at least one team. Your organization may disable project collaboration.

1. Expand the project in the chat sidebar and select Settings.
2. In Collaboration, select Share.
3. To share with everyone on a team, choose a role from the selector on that team’s row.
4. To share with particular people, select the Show members chevron for the team, then choose a role beside each person.
5. Select Done when the access list is correct.

The project status changes from Private to Shared, and a people icon appears beside the project in the sidebar. Return to the same section and select Manage whenever you need to review access.

If no teams are available, create or join a team before sharing the project.

Choose an access level

The role selector offers four levels:

• No Access — removes access granted directly through that team or person.
• Reader — can view the project and participate in its existing chats.
• Writer — has Reader access and can start chats, add or remove project files, change shared chat settings, and manage project Skills when allowed.
• Owner — has full project control, including sharing, password protection, renaming, and deletion.

Caution

Give Owner access sparingly. An owner can change other people’s access and permanently delete the project.

A person can receive access from both a team and an individual assignment. Selecting No Access on one row removes that assignment; it does not cancel access they still receive through another team or owner role.

Work in a shared project

Shared project behavior depends on the role:

• Shared Project Settings contain defaults for everyone. Writers and owners can change them; Readers cannot.
• Personal Chat Settings let each collaborator set their own unlocked preferences without changing the shared defaults.
• Project files in Docs & Data are available to all collaborators. Writers and owners can add and remove them unless an organization policy prevents it.
• A password-protected project still requires its project password after it is locked. Share that password through an appropriate secure channel, separate from Bearly.

If a role update fails, Bearly leaves an error in the collaboration panel. Try again; if it continues, confirm you are still a project owner and that the teammate still belongs to one of your teams.

Related: Set project-wide chat defaults and Protect a project with a password