Sharing & Collaboration

Your collaboration environment. Teams work here.

Spaces are shared environments where teams collaborate on Journeys and Socras. They provide organization, permissions, and context for group work.

Features

• Shared Workspace: All team members access the same Journeys and Socras
• Role-Based Access: Control who can view, edit, or complete work
• Team Communication: Discuss work in context with your team
• Resource Sharing: Common files, templates, and knowledge base

Organization

• Personal Space: Your individual workspace for private work
• Team Spaces: Shared environments for collaborative projects
• Project Spaces: Dedicated areas for specific initiatives

Benefits

• Visibility: Everyone sees project status and progress
• Coordination: Assign work and track dependencies
• Knowledge Sharing: Capture decisions and learnings
• Accountability: Clear ownership and responsibilities

Space Types

Personal Space:

• Private workspace for individual projects
• Personal Socras and Journeys
• Private persona interactions
• Personal productivity tracking

Team Spaces:

• Shared project collaboration
• Team-wide Journeys and Socras
• Collective decision making
• Team performance metrics

Project Spaces:

• Dedicated environment for specific initiatives
• Cross-functional collaboration
• Stakeholder access controls
• Project-specific resources

Collaboration Features

Real-time Sync:

• Live updates across all team members
• Instant visibility into changes and progress
• Synchronized persona activities

Permission Controls:

• Role-based access (Admin, Member, Viewer)
• Granular permissions for Journeys and Socras
• Guest access for external stakeholders

Communication:

• In-context discussions on Socras and Journeys
• @mentions for team coordination
• Notification management and preferences

Sharing Workflows

Project Sharing:

• Share entire Journeys with team members or external collaborators
• Set view-only or collaborative permissions
• Maintain version control and change tracking

Socra Delegation:

• Assign specific Socras to team members or personas
• Track progress and completion status
• Provide context and requirements for delegated work

Knowledge Sharing:

• Create shared templates for common work patterns
• Build team knowledge bases within project contexts
• Document best practices and lessons learned

External Collaboration

Guest Access:

• Invite external stakeholders to specific projects
• Provide limited access to relevant Journeys and Socras
• Maintain security while enabling collaboration

Client Collaboration:

• Share project progress with clients in real-time
• Provide transparency into work status and timelines
• Enable client feedback and approval workflows

How Sharing & Collaboration Connects

Spaces provide the collaborative foundation for all other concepts:

• Host Journeys for team project organization
• Share Socras across team members
• Coordinate Personas for team-wide assistance
• Aggregate updates in team Inbox views

This integration ensures seamless collaboration while maintaining clear boundaries and permissions.