Sharing & permissions

Your business data should be shared with the right people — and only the right people. mente gives you Drive-style sharing: everything starts private to you, and you decide what to open up, to whom, and whether they can just view it or also make changes.

What you can control

• Share with a person. Give one teammate access to a specific client roster, note, or dashboard.
• Share with a team. Grant a whole group — say your sales team — access at once, and it stays right as people join or leave.
• Share across the workspace. Make something available to everyone in your company when it's meant to be common knowledge.
• Share with an agent. If your team runs an agent, share things with it the same way you'd share with a teammate.
• View vs. edit. Decide whether someone can only read, or can also change things.

How it works

Every item — a collection, a note, a dashboard, a process — has its own sharing settings. Nothing is visible to a teammate until you share it. Your assistant only ever sees and acts on what you actually have access to, so permissions are enforced no matter how you're working.

Being able to edit something isn't the same as being able to hand it out. Passing access along to someone else stays with the item's owner, so an editor can change the data without widening who can see it.

Sharing a whole workflow

When you share a process, you don't have to share the pieces it depends on one by one. The people you share it with get access to the roster it reads, the note it updates, and the template it fills — at the level the process actually needs each one, view or edit. Three things are worth knowing:

• You can only share what you could grant yourself. If the process touches something you're not able to hand out, mente tells you which item is blocking and stops there, rather than handing over a half-working workflow.
• Access comes and goes with the process. Stop sharing the process and the access it carried goes with it — there's nothing left behind to clean up.
• It doesn't let people re-share. Someone who reaches your client roster through a shared process can use it, not pass it on.

If a process uses a connected tool that each person is meant to connect under their own account — their own mailbox, say — mente tells you which ones, so whoever you shared it with knows what to hook up.

Agents

A team can run an agent: an identity that works in mente on its own, on a schedule or in the background, rather than a person typing prompts.

The rule that always holds is the ceiling: an agent never gets more access than the person who owns it. Whatever it reaches is capped by that person's own access, and it stays capped — if their access to something narrows, so does the agent's.

The agent's Access screen in the web app is where you see that comparison. Every row shows your access to an item right beside the agent's, so the ceiling is visible item by item rather than something you have to reason about.

Saved views

A saved view is a way of looking at your data — a filter, a sort, a set of columns you keep coming back to. Views over a collection or a group of collections are shared with your team, so everyone lands on the same view of the same numbers. They follow the access of the thing they look at: if someone can't see the collection, they don't see its views either, and saving a new way to look at data you can already read isn't a privileged move.

Views over your tasks work the other way — those are your personal working set, private to you.

Try it

Share the Clients roster with the sales team so they can edit it, and share the renewals dashboard with everyone in the company as view-only.

Hand over a whole workflow:

Share our client onboarding process with Priya so she can run it.

Check access:

Who can see the Acme Corp account history right now?

Related

Sharing applies to every feature — collections, notes, dashboards, and processes all use the same controls.