Lesson 11b · Understand your customers
Share with the right people
Calls, documents and collections.
You’ll be able to
- Share a call with people and groups
- Send a public link with a password
- Control what's public at all
Read the docs
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Transcript
Everything in BuildBetter shares the same way. Open a call and click Share.
Search for the people or groups who should see it. Add your Leadership group, and everyone in it gets access.
Then choose who else can open it. Everyone in the workspace means your whole team. Restricted keeps it to the people listed.
Inside the company, click Copy private link. Anyone with access opens it signed in.
To share outside the company, switch the link to Anyone with the link. Under Public link settings, set a password for anything sensitive.
Then change the expiration, so the link stops working on a date you pick.
Open External content to choose what comes along, like the summary, the transcript or participant names.
Documents work the same way. Click Share on a page to open Public sharing, then give the link a label and an expiry date.
Collections have their own Access Settings. Keep one private, share it with specific people, or open it to the whole workspace.
Admins decide whether public links are allowed at all. In Settings, open Workspace, and turn public links on or off for recordings and documents.
Next up, permissions and admin controls.
