Sharing & Permissions
Control who can view, run, or edit your Briefs with three access levels, managed in Configure and changeable anytime.
Briefs are built to be shared - on your terms. As the owner, you control who sees, runs, or edits each Brief. Access lives in the Brief's Configure panel and can be updated anytime. See RBAC & Access for the underlying permission model.
How to share a Brief
Open Configure
Open a Brief and click Configure, then go to the Sharing section - this is where access is managed.
Choose who can open the Brief
Under Who can open this brief, choose Private (only you), Shared with named people (the people and groups you list), or Public to the dataset (anyone who can read the dataset).
Add people or groups
For Shared with named people, use the People and groups picker to add each person or group and set them to View or Edit.
Changes save automatically
There's no separate save step - Configure autosaves ("Everything is saved"), and the privacy badge on the Brief updates immediately. Click Done to close.
Download as PDF
Click Download to save the Brief as a PDF if you need a hard copy.
Sharing controls access, not delivery. Sharing a Brief doesn't drop it into anyone's feed - the people you share with decide that by following it, and whether finished runs reach followers depends on the Brief's Publishing state (Ready or Draft) in Configure.