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Example: Sharing an Expert

Here, we show you step-by-step how to share an expert with your colleagues.

1. Creating an Expert

  • Navigate to "Settings" - "Experts" and click on "New".
  • Enter all the required information to define the expert according to the experts documentation.
  • Save the expert.

Expert Settings

2. Sharing the Expert

  • Click on the "Sharing with other users" button.

  • Choose which permissions the users receive: only use the expert, use and edit it, or use, edit, share, and delete it.

  • If the expert has linked knowledge databases or abilities, choose whether these should be shared as well.

  • Enter the names of the users you want to grant access.

  • If you selected recipients for whom the expert or linked resources are already shared, choose what should happen with the existing shares.

  • Click on "Share" to complete the process.

Sharing

3. Managing Access

  • Review the list of recipients with access.
  • Remove recipients if necessary by clicking on the delete icon next to their name.