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Understanding Roles and Permissions in Glitter: A Comprehensive Guide

This article provides a detailed guide on understanding roles and permissions in Glitter, including how to share guides with people both inside and outside your organization.

By Yuval Karmi

In this guide, we'll learn how to manage roles and permissions in Glitter. Glitter offers the flexibility to share guides both internally and externally. To begin, ensure you have editor or owner access to the guide you wish to share.

Sharing Externally

If you intend to invite someone outside your organization, simply enter their email address. You can optionally choose to invite them to your team, granting access to your team library, or send a direct invitation to the guide only. You can assign them as either a guide editor or guide viewer.

Sharing Internally

Sharing with someone inside your organization works the same way as with people outside of it, with one important difference - this person will be automatically invited to your team, and will be able to view existing guides in the team library and contribute their own.

Glitter automatically detects if someone is in your organization based on the domain name of the email address you sign up with. In other words, if you signed up with jenny@mycompany.com, and then add john@mycompany.com, Glitter detects that John is on your team.

Both types of sharing allow you to choose whether the person will be able to have edit access (in which case they will be able to edit the guide and invite people to it) or view-only access.

At a glance

Whether we're sharing a guide with other people in our organization, or with people outside of it, the process starts the same.

Start by selecting the guide you wish to share, and click on it.

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Click on the guide you want to invite someone to

To do so, click on "Share" at the top right hand side of the guide.

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Click "Share"

Under "People with access," click on the "Add people" text box and start typing the email of the person you want to share the guide with.

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Click "Add people"

What happens when you share with someone outside of your organization:

When you share a guide with someone outside of your organization, you can choose to invite them the guide, and optionally, to your team.

To do so, just start typing their email address:

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Type the email of the person outside of your organization you want to share with.
For instance: "someone@example.com"

When you begin typing, you'll notice the interface changes:

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Optionally, invite this person to your team so they can view all the guides in your Team Library

Optionally, you can choose to invite this person to your team as well as share the guide with them.

Choosing permissions for the invited person

On the right-hand side, you'll see that we can either make the person an editor or a viewer.

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Choose whether you want the person to be able to edit the guide or just view it

In this case, we will change their role to viewer only and then click on send.

This action will prevent them from editing our guide, and for inviting others to it.

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Click on "Can View"
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Click "Send", and an email invitation will be sent to the person

What happens when you share with someone inside of your organization:

When you try to invite someone from within your organization, they receive an email inviting them to the guide and are also automatically invited to your team.

To begin, from the Share menu, click on "Add People".

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Click "Add people"
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Type the email of the person you want to invite. In this example, we are typing the email
address of a person who shares the same work email domain as us (glitter.io)
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People in our organization are automatically added to the team, as noted in the screenshot

People on our team have access to our team library and can collaborate with us. By default, they will be team editors, allowing them to contribute to the team library (but not edit your contributed guides, unless you allow this explicitly).

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Let's give this person edit access.
Click on View.
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Now choose Can Edit

When we click on "send." We can see that the person has been invited.

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Click "Send" to send them the invitation