Last updated: 2026-03-18 · 2 min read

Sharing a Room

Share a Room with your internal members and customers to start collaborating.

Room members screen

Inviting by Email

This is the most common way to share a Room.

  1. Click "Invite members" inside the Room
  2. Enter the recipient's email address
  3. Select a permission level (editor / viewer)
  4. Add a message (optional)
  5. Click "Send invitation"

Enter multiple email addresses separated by commas to invite several people at once.

The Difference Between Internal Members and External Customers

ItemInternal MembersExternal Customers
AccountBelongs to the workspaceInvited on a per-Room basis
View scopeMultiple Rooms depending on permissionsOnly the Room they were invited to
Analytics dataCan viewCannot view
NotificationsIn-app + emailEmail only

Things to Keep in Mind When Sharing

When you share a Room with an external customer, all pages and files within the Room become viewable. Before sharing, check whether there is any content you do not want to make public.

Revoking Access

  1. Open the "Members" tab in the Room settings
  2. Click "Remove" for the target member
  3. Select "Remove" in the confirmation dialog

A removed member loses access immediately.

Sharing a Room | Help center