Share a Socra or Journey

Share any Socra or Journey with specific people or generate a link for broader access.

Share with Specific People

1. Open the Socra or Journey.
2. Press ⌘S or click the Share button in the toolbar.
3. The share dialog opens.
4. Enter an email address or select from existing Space members.
5. Choose a role: Viewer, Commenter, Editor, or Admin. You can only grant roles up to and including your own role.
6. Click Share.

The person receives access. If they are not a socra user, they receive an email invitation.

Copy a Shareable Link

1. Open the share dialog (⌘S).
2. Click Copy Link.

The link is copied to your clipboard. Anyone with the link who has permission can access the item.

Stop Sharing

1. Open the share dialog.
2. Find the person in the shared list.
3. Click Remove.

The person loses access immediately.

Next Steps

• Manage Permissions — Control who can view, comment, and edit your content.
• How Permissions Work — Understand roles, inheritance, and privacy levels across the hierarchy.