Share a TeamOne board

TeamOne provides several methods to share your board with others. Note that users must be assigned with a Team admin or Team member role to perform the following tasks: 

• Invite users to make edits, or share as view only
• Share the board for viewing with external clients, no sign up required
• Assign which users can share the board or grant permissions  

Share by email

Share a TeamOne by email if you already have a list of emails on hand. For real-time collaborations, ensure that collaborators have access to their emails since they must check their email to access the board.

1. Open the board to share.
2. Click the Share button on the top right of the board.
   
   
3. On the Share this board popup, click the input box under the By email label and perform one of the following:
   1. Type an email address of a collaborator. Press Enter to save that email as a new entry. Repeat for every collaborator you want to add.
   2. Paste a list of emails addresses from your clipboard. TeamOne will auto-detect each individual email address.
      
      
4. Set Permission settings. Note that these permissions will apply to all collaborators added to this list. 
5. Click Send invitation.
   
   
6. Inform the receiving collaborators to check their email and follow the instructions to access the board.

Share by link

Share a TeamOne board via a link that you can paste into instant messages, personalized emails, or discussion forums. 

1. Open the board to share.
2. Click the Share button on the top right of the board.
3. On the Share this board popup, click the Copy link button under the By link label.
4. Share the link with your collaborators.
   
   
5. To manage the link, perform one of the following:
   1. Set Permission settings. Note that changing this setting will generate a new link for that permission.
   2. Click   to reset the current link and generate a new one. If you reset a link, the old link will no longer provide access.
      
      
6. Click the Copy link button again after making these changes.

Share by QR code

Share a TeamOne board via a QR code. This is recommended for collaborators that are in the same room and have devices that are able to take a photo of the QR code. For other collaborators that do not have such devices, this method also provides a link that can be shared with them as a fallback. 

1. Open the board to share.
2. Click the  QR code button on the top right of the board.
   Note the board code at the bottom.
   
   
3. On the Join this board popup, collaborators may perform one of the following:
   1. Use a mobile device to scan the QR code.
   2. Type the link below the QR code into their browser.
      
      
4. If successful, a page loads for invited users. 
   Type the board code when prompted.
5. Click Join.

Manage permissions

After users have joined the board, you may want to change permissions for individual users.

1. Open the board to share.
2. Click the Share button on the top right of the board
3. On the popup, click Manage access at the bottom.
   
   
4. On the next page, change the permission for your target user. 
   Note that permissions for users in a team or project where that user is a Team admin cannot be changed.
    
5. Click Done to go back to the previous page.