Sharing allows you to collaborate on content without making it visible to everyone in the organization by default. You can manage access at the time of import or update it later for individual documents.
There are two primary ways to manage document sharing:
Loader-time Sharing: When you create a Loader Agent, you can define a list of users who should automatically receive view access to every document that loader imports.
On-demand Sharing: For documents that already exist, the owner can update the list of shared users later.
Currently, you can share documents with:
Individual Users: You can grant view access to specific members of your organization.
Viewer Access Only: Sharing grants read access without transferring ownership.
When you share a document, the system still respects sensitivity classifications. A user must have a sufficient clearance level to view a document, even if it has been explicitly shared with them.
Owners: Have full control over who a document is shared with.
Shared Viewers: Can read the document and its derived insights but cannot manage sharing or change document settings.
Organization Admins: Can see which documents are shared and manage overall organization access, but they respect individual document ownership boundaries.
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