To share your pipeline with individual users and groups
1. Provide the email address(es) under the Enter the user email or group name box to share your workspace with a new user.
2. You can also add the existing users or groups in your contacts by clicking the Pick users/groups option from the top right corner of the sharing panel.
3. Search for the user name or group name in the contact list and click the icon to add them.
Note: Entering a user name or group name under the Enter the user email or group name box will show a list of matching contacts or groups for you to choose from.
4. Select the Send email notification to users checkbox to send an invitation mail when a workspace is shared with new users or groups.
5. Click Share to share your workspace with the users or groups. The workspace has been successfully shared. You can also use the Edit option under Shared details to make changes or remove a user or group from accessing the workspace when needed. However, you can manage the access to entities from the User Management tab under Settings.
Info: Click the button if you want to stop sharing your workspace with the users or group.
Note: Click the info icon next to the group name to view the members of a group.
You can share your workspace with a new set of users by creating a group.
To create a new group
1. Click the Create new group button from within the Share workspace dialog box.
2. Enter a name for the new group.
3. Input the email address and press enter to add users to the group.
Note: You can also enter a name under the Enter user emails box and choose from the list of matching contacts.
3. Click Create to create your new group.