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Share Workspaces

The Share Workspaces feature enables seamless collaboration by allowing you to share specific Workspaces with other users. By providing a unique Join-Code, recipients can incorporate your curated knowledge into their own myReach accounts.

This is particularly valuable for teams, departments, or client-facing projects where a "single source of truth" needs to be accessed by multiple stakeholders.

Please note, this feature is available to Enterprise accounts, or upon request. If you require this feature, send us an email to contact@rea.ch.

📤 Sharing Your Workspaces (Owner)

1. Configure the Share

To begin, navigate to your Profile settings and under General, click on the "Share Workspaces" option.

  • Selection: Choose the specific Workspaces you wish to share.

  • Scope: Only content directly inside the selected Workspaces will be shared. Relationships or mentions involving Workspaces not included in the share will remain private.

2. Generate and Manage Join-Codes

  • Create: Once configured, click on "Create New Join-Code" to generate a unique Join-Code, and share it. You can create multiple codes for the same share if needed, there's no limit to the number of join-codes you can generate.

  • Share: Copy the code and provide it to the intended recipient.

  • Revoke: If you need to remove access, you can revoke a Join-Code at any time via the options menu (three dots) next to the code and select "Revoke Join-Code".

3. Editing Shared Workspaces and Syncing Updates

Your shared knowledge remains dynamic.

  • Automatic Updates: Any modifications you make to the files or notes within the shared Workspace will automatically reflect in the recipients' accounts.

  • New Content: If you add new Nodes to a shared Workspace, clicking the "Sync" button will update these additions across all connected accounts. You can add additional Workspaces to an existing shared setup. Use the edit share modal to adjust your settings.

  • Workspace Sync Toggle: When you click on "Edit" in a created Share, there's a toggle at the bottom of the pop-up labeled: "Adding a Workspace to the share will automatically create it in the Knowledge Base of the receivers". You can enable this toggle to automatically create any newly added Workspaces in the recipient's Knowledge Base, or keep it disabled to let them choose which new areas to import. In this case, the receiver will have to go to the import section for this shsare, select the new Workspace, and update.

📥 Accessing Shared Workspaces (Recipient)

1. Integrate the Knowledge

As a recipient of a Shared Workspace, you can access shared data without starting from scratch.

  • Import: Go to Imports & Integrations and select "Import Workspaces".

  • Join: Input the Join-Code provided by the owner.

2. Selection and View

  • Choose: Select whether to import all available Workspaces linked to the code or only specific ones.

  • Identification: Once integrated, shared items will appear in your search and sidebars, clearly labelled as "[Workspace Name] (shared)".

🛡️ Managing Permissions

As the owner, you maintain full control over who accesses your information.

  • Monitor Connections: View exactly which users have joined your shared Workspaces.

  • Edit Access: Remove specific users or adjust permissions globally via the "Manage Users" option in your shared setup settings.

    • To manage user access, click on the three dots to the far right of the join-code and select "Manage Users."
    • In the list of users, hover over the username and click the delete icon to remove the user.