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Sharing Projects

Finch Fusion enables team collaboration through project sharing. You can invite colleagues to view or contribute to your research projects.

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Sharing Overview

When you share a project, collaborators can:

• Access all documents in the project
• View generated reports
• See chat history
• (With edit access) Generate new reports and upload documents

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Permission Levels

Projects support two permission levels:

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Viewer Permissions

Viewers can:

• Read all documents and reports
• Download exported reports
• View knowledge graphs

Viewers cannot:

• Upload new documents
• Generate reports
• Edit existing content
• Delete any items

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Editor Permissions

Editors have all viewer permissions, plus:

• Upload new documents
• Generate and edit reports
• Chat with the AI assistant
• Create knowledge graphs

Editors cannot:

• Delete the project
• Remove other collaborators
• Change project settings

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Owner Permissions

Each project has one owner (the creator) who can:

• Perform all actions
• Manage collaborators
• Delete the project
• Transfer ownership to another user

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Adding Collaborators

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Managing Collaborators

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Viewing Current Collaborators

In the project’s sharing settings, you’ll see a list of all collaborators including:

• Their name or email
• Current permission level

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Changing Permissions

To modify a collaborator’s access:

1. Find them in the collaborator list
2. Click the permission dropdown next to their name
3. Select the new permission level
4. Changes take effect immediately

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Removing Collaborators

To revoke someone’s access:

1. Locate the collaborator in the list
2. Click the Remove button (trash icon)
3. Confirm the removal

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Transferring Ownership

Project owners can transfer ownership to another collaborator:

1. Open the project sharing settings
2. Find the collaborator you want to make the new owner
3. Click Transfer Ownership
4. Confirm the transfer

After the transfer:

• The selected collaborator becomes the new project owner
• You retain editor access to the project
• The new owner gains full control including deletion and collaborator management

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Collaboration Best Practices

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Define Clear Roles

Before sharing a project, decide who needs what level of access:

• Reviewers who only need to read content should be Viewers
• Contributors who will add documents or generate reports should be Editors

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Communicate Changes

When multiple people work on a project:

• Use consistent naming for reports
• Avoid editing the same sections simultaneously
• Communicate major changes to your team

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Regular Access Reviews

Periodically review who has access to your projects:

• Remove collaborators who no longer need access
• Update permissions as roles change
• Ensure sensitive projects have appropriate access controls

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Organization-Wide Sharing

Depending on your organization’s settings, projects may be:

• Private - Only accessible to explicitly added collaborators
• Organization-visible - Viewable by anyone in your organization
• Restricted - Limited to specific teams or groups

Check with your administrator for your organization’s sharing policies.

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Troubleshooting