> ## Documentation Index
> Fetch the complete documentation index at: https://fusiondocs.finchai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Projects

> Collaborate with team members by sharing project access

# Sharing Projects

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

## 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

## Permission Levels

Projects support two permission levels:

| Permission | Can View | Can Edit | Can Delete Project |
| ---------- | -------- | -------- | ------------------ |
| **Viewer** | Yes      | No       | No                 |
| **Editor** | Yes      | Yes      | No                 |
| **Owner**  | Yes      | Yes      | Yes                |

### 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

### 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

### Owner Permissions

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

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

## Adding Collaborators

<Steps>
  <Step title="Open Project Settings">
    Click the **Settings** icon next to your project name in the sidebar.
  </Step>

  <Step title="Navigate to Sharing">
    Select the **Sharing** or **Collaborators** tab in the settings panel.
  </Step>

  <Step title="Search for a User">
    Type the name or email address of the person you want to invite. Matching users from your organization will appear as suggestions.
  </Step>

  <Step title="Set Permission Level">
    Choose either **Viewer** or **Editor** from the dropdown.
  </Step>

  <Step title="Send Invitation">
    Click **Add** or **Invite** to share the project.
  </Step>
</Steps>

<Info>
  Collaborators must have a Finch Fusion account in your organization to access shared projects.
</Info>

## Managing Collaborators

### 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

### 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

### 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

<Warning>
  Removed collaborators immediately lose access to the project and all its contents.
</Warning>

## 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

<Warning>
  Ownership transfer cannot be undone by you. The new owner would need to transfer it back.
</Warning>

## Collaboration Best Practices

### 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

### 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

### 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

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="My collaborator can't see the project">
    Verify they have a Finch Fusion account in your organization. Check that you entered the correct email address when adding them.
  </Accordion>

  <Accordion title="I can't add collaborators">
    Only project owners can add collaborators. If you're an editor, ask the project owner to add the new collaborator.
  </Accordion>

  <Accordion title="Changes aren't syncing between collaborators">
    Refresh the page to see the latest updates. Ensure all collaborators have a stable internet connection.
  </Accordion>
</AccordionGroup>