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Sharing Boards

Share your Cloudairy boards with team members and external collaborators. Control access levels and manage permissions for each person you invite.

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Written by Bhumika
Updated over a month ago

Steps

  1. Open the board you want to share

  2. Click the "Share" button (purple) in the top-right corner of the toolbar

  3. In the Share Board dialog, enter the email address in the "Add people by email and press enter" field
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  4. Select their permission level from the dropdown (default is "Can View")

  5. Click the purple "Invite" button to share the board

  6. The recipient will receive an email invitation to access the board

  7. Use "Copy Link" at the top-right of the dialog to quickly copy a shareable link
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  8. Click "Publish as a Template" at the bottom to make your board available as a template

Notes

  • You must have Editor, Admin, or Owner permissions to share a board

  • Different roles have different access levels and capabilities

  • You can add multiple people to the same board by repeating the process

  • Changes to board permissions take effect immediately

  • The "Who has access" section shows all current collaborators on the board

  • You can also add users directly from your workspace using the "Add user from workspace" link

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