Guide
Sharing an Entity
To share an Entity (e.g. a Task or a Feature) with someone:
Open the Entity
Click Share in the top right corner
Type the names of Users and Groups
Select the appropriate access level
Click Invite
Here is how it works for the person on the receiving end:
Perk | Shared directly | Shared via Group |
Gets a notification that an Entity has been shared with them | ✅ | ➖ |
Can see the Entity in the Shared with Me section of the sidebar | ✅ | ➖ |
Automatically sees the Entity's parent Space in the sidebar | ➖ | ➖ |
Sharing with everyone
Some Entities bear no secrets, so everyone should be able to see them. To share an Entity with everyone in your workspace, select the corresponding option in the dropdown:
Everyone doesn't include Guests.
Sharing with a Group
If you find yourself repeatedly sharing Entities with the same bunch of Users, consider using Groups to save time and simplify maintenance:
If you haven't created your first User Groups yet, do it first by following the guide.
Navigate to an Entity you'd like to share
Click Share in the top right corner
Pick your Groups
Select the appropriate access level
Click Invite
User Groups are available on Pro and Enterprise plans.
Sharing with a Guest
If you'd like to share an Entity with someone who's not supposed to be a member of your workspace (e.g. a client or a contractor), type their email to invite them as a Guest:
They will receive an email that takes them to the shared Entity:
You can assign and @mention Guests, but their access to the workspace is limited. Learn more in User Management.
Default access templates
Here is what users are able to do depending on their access level:
| View | Comment | Update | Delete | Share externally | Remove others' access |
Viewer | ✅ | | | | | |
Commenter | ✅ | ✅ | | | | |
Editor | ✅ | ✅ | ✅ | ✅ | | |
Owner | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Anyone can share an Entity with another user using their or lower access level. For example, a Commenter might grant Commenter or Viewer but not Editor access to someone else.
A few notes:
Observers can only receive Viewer or Commenter access.
One cannot share an Entity with oneself.
Someone who's given access to an Entity can revoke this access even without being an Owner as long as they still have permissions to grant the same access.
Extending access
Share Entities linked together with the main one by extending access:
Project → its Tasks and Allocations
Feature → its Stories, Bugs, and Dev Tasks
Client → its Contacts and Opportunities.
The default access is extended via all one-to-many Relations one level deep. If you'd like to specify how exactly the access should be extended, create Custom Access Templates for Sharing Entities.
Access extension doesn't affect the user's ability to create new Entities (e.g. Tasks, Stories, Contacts).
Custom access templates
If when extending access you'd like to
include relations outside one-to-many (e.g. many-to-many),
exclude certain one-to-many relations (e.g. extend Feature access to Stories but not Bugs),
extend access multiple levels down (e.g. Product → Features → Stories),
specify a different access level for child Entities (e.g. view Features but edit Stories),
create Custom Access Templates for Sharing Entities.
Automatic sharing with assigned People and Groups
If you find yourself repeatedly providing access to someone who is already assigned to an Entity, check out
Sharing via public link
If you'd like to share something with people outside your Fibery workspace, we recommend to Share Entity to Web via Public Link:
The access via a public link is read-only.
Access audit
There are numerous ways how someone might receive access to a Feature, Task, or Client: via a Space, this particular Entity, or a related Entity using a custom access template. Also, via a Group or using the automatic access for assignees.
All of these sources combine and merge, making it hard to tell the final access for a given person. Does everyone who should have access has it? Is there someone who shouldn't have permissions but does?
Open the sharing popup and click on Shared with … users to drill down to individual users and capabilities:
Expand a particular user to see where a certain capability has come from.
Check out Sharing & Permissions for an overview of how Space and Entity permissions work together.