WEBVTT 00:00:04.000 --> 00:00:09.259 A project has people, and it has conversations. Teams organize the people. 00:00:09.689 --> 00:00:13.776 Groups organize the sessions you want to work with. In this chapter, 00:00:13.810 --> 00:00:17.363 we will inspect team management and the sharing controls for our fictional 00:00:17.410 --> 00:00:22.425 Willow Cafe project. Names and meeting details are changed for this demonstration. 00:00:22.797 --> 00:00:26.790 The controls and access state are real. In Settings, open Teams when 00:00:26.837 --> 00:00:30.459 it is available for your account. New team name and Create team are the 00:00:30.494 --> 00:00:34.499 starting controls for a new team. This account already has a team, so 00:00:34.569 --> 00:00:39.236 we open that existing entry. The list shows one member. Opening a team 00:00:39.294 --> 00:00:42.812 is not the same as sharing a project with it. The detail panel shows 00:00:42.870 --> 00:00:47.804 the team name and its members. Our anonymized example shows Maya as Owner. 00:00:48.117 --> 00:00:52.216 Save belongs to the team name field. Check your own role before expecting 00:00:52.250 --> 00:00:55.571 to manage other people; the controls available to you depend on your 00:00:55.629 --> 00:01:00.551 access. Invite someone has an email field, a role selector, and Send 00:01:00.609 --> 00:01:04.731 invite. Review the recipient and intended role carefully before sending 00:01:04.777 --> 00:01:08.910 a real invitation. This tour does not send one or add another member. 00:01:09.340 --> 00:01:13.206 Membership and sharing are separate: inviting a person to a team does 00:01:13.252 --> 00:01:17.977 not automatically share every private conversation. Now choose the project 00:01:18.012 --> 00:01:22.401 group you intend to share. In Groups, expand the Willow Cafe project 00:01:22.563 --> 00:01:26.952 and choose Share. The dialog identifies the group and lists the teams 00:01:27.033 --> 00:01:31.434 you can choose. Check that name before changing any access. Read the 00:01:31.503 --> 00:01:35.520 notice at the top. People on teams you choose can read the summary and 00:01:35.567 --> 00:01:39.793 transcript of every session in this group. Your own chat with the assistant 00:01:39.909 --> 00:01:44.356 is not included in that shared view. Review the group's sessions before 00:01:44.402 --> 00:01:48.942 sharing; a familiar team name is not a reason to skip that check. The 00:01:49.000 --> 00:01:53.226 permission menu is set to Not shared in this example, and the message 00:01:53.272 --> 00:01:57.545 confirms that this team cannot see the group. Opening the dialog has 00:01:57.614 --> 00:02:02.015 not granted access. When you intend to share, choose the level that fits 00:02:02.061 --> 00:02:06.368 the work, and verify the resulting state. Can view allows reading the 00:02:06.415 --> 00:02:10.896 sessions and conversation. Can add sessions also allows people to contribute 00:02:10.919 --> 00:02:14.773 their own sessions, write in the conversation, and edit its name and 00:02:14.808 --> 00:02:18.431 description. Can manage adds the ability to remove sessions from the 00:02:18.465 --> 00:02:22.169 shared group. These group permissions are separate from the team roles 00:02:22.203 --> 00:02:26.511 we saw in Settings. Sharing needs a connection. The app does not save 00:02:26.546 --> 00:02:31.027 this shared view for offline use. Do not assume a teammate's shared material 00:02:31.097 --> 00:02:35.299 is available offline, or that personal search automatically covers it. 00:02:35.973 --> 00:02:40.977 Start with the right people. Choose the right group. Give only the access 00:02:41.046 --> 00:02:45.470 needed, then check the result. This tour leaves the example not shared 00:02:45.632 --> 00:02:49.997 and does not demonstrate another member's view. Use your own authorized 00:02:50.044 --> 00:02:54.455 team workflow to verify what a teammate can see before relying on it. 00:02:54.885 --> 00:02:58.147 Keep private grouping and shared collaboration distinct.