> ## Documentation Index > Fetch the complete documentation index at: https://docs.cleve.ai/llms.txt > Use this file to discover all available pages before exploring further. # Collaboration & Sharing > Share categories and writings with teammates using granular permissions ## Overview Cleve's collaboration features allow you to work with teammates on shared content. Create team workspaces, share categories with specific permissions, and collaborate in real-time on writings and ideas. ## Categories as Collaboration Hubs Categories are Cleve's primary collaboration mechanism. ### Why Categories? Rather than sharing individual writings, you share **categories** (folders) that contain multiple writings and ideas. This provides: * **Contextual collaboration**: Share entire projects, not just isolated documents * **Permission inheritance**: All content in a shared category inherits permissions * **Easy management**: Add or remove collaborators once for all category content ## Sharing a Category ### How to Share 1. **Right-click** a category in the sidebar 2. Select **"Share Category"** 3. Enter collaborator **email addresses** (comma-separated for multiple) 4. Choose **permission level**: * **Read**: View only, cannot edit or create * **Write**: Full access to create, edit, and delete 5. Click **"Send Invites"** Collaborators receive an email invitation with a link to access the category. ### Invitation Flow 1. Invited user receives email 2. Clicks link to accept invitation 3. If they don't have a Cleve account, they're prompted to sign up 4. Category appears in their sidebar automatically Collaborators must have a Cleve account to access shared categories. Free plan users can join shared categories even if they can't create their own. ## Permission Levels ### Read Permission Users with **Read** access can: * ✅ View all writings in the category * ✅ View all ideas in the category * ✅ Export content * ✅ Reference content in AI chat * ✅ Search within the category * ❌ Create new writings or ideas * ❌ Edit existing content * ❌ Delete content * ❌ Invite additional collaborators **Best for**: Stakeholders, clients, review-only team members ### Write Permission Users with **Write** access can: * ✅ Everything Read users can do * ✅ Create new writings and ideas * ✅ Edit any content in the category * ✅ Delete content * ✅ Move content between categories (if they have access to both) * ❌ Delete the category itself * ❌ Remove other collaborators (only owner can do this) **Best for**: Team members, co-authors, editors ### Owner Permission The category creator (owner) has special privileges: * ✅ Everything Write users can do * ✅ Invite and remove collaborators * ✅ Change permission levels * ✅ Delete the category * ✅ Transfer ownership to another collaborator ## Managing Collaborators ### Viewing Collaborators 1. **Hover over a shared category** in the sidebar 2. See **user avatars** of all collaborators 3. Click avatars to view full list with permissions ### Changing Permissions 1. Open **Category Settings** → **Sharing** 2. Find the collaborator 3. Click the permission dropdown 4. Select new permission level (Read → Write or vice versa) Changes take effect immediately. ### Removing Collaborators 1. Open **Category Settings** → **Sharing** 2. Find the collaborator 3. Click the **"Remove"** button 4. Confirm removal The category disappears from their sidebar, and they lose all access. ### Leaving a Shared Category If you've been invited to a category: 1. Right-click the category 2. Select **"Leave Category"** 3. Confirm You'll lose access, but the owner can re-invite you anytime. ## Real-Time Collaboration When multiple users work in the same category: ### Live Presence * **User avatars** show who's currently active * **Live cursors** display where collaborators are typing (in writings) * **Typing indicators** show when someone is editing ### Conflict Resolution Cleve prevents data loss with smart conflict handling: * **Last-write-wins** for most edits * **Automatic merging** for non-overlapping changes * **Conflict warnings** when simultaneous edits occur ### Activity Feed See recent changes: * Who created or edited content * When changes were made * View change diffs (Pro/Max plans) ## Nested Category Sharing Categories can be nested, and permissions cascade. ### How It Works ``` 📁 Company Workspace (Shared with team) 📁 Marketing (Inherits Write access) 📁 Blog Posts (Inherits Write access) 📁 Financials (Separate permissions) ``` ### Permission Inheritance * **Child categories inherit parent permissions** by default * **Override permissions** for specific sub-categories * **Remove inheritance** to create isolated permissions Example: Share parent "Projects" with the team, but keep "Confidential" sub-category private. ## Shared Writings Individual writings can also be shared publicly or with specific users. ### Public Sharing 1. Open a writing 2. Click **"Share"** in the toolbar 3. Toggle **"Make Public"** 4. Copy the public URL Anyone with the link can **view** (read-only). Great for: * Blog posts and articles * Portfolio pieces * Documentation ### Private Sharing 1. Open a writing 2. Click **"Share"** → **"Share with specific users"** 3. Enter email addresses 4. Choose Read or Write permission 5. Send invites This shares the single writing without sharing the entire category. Public writings are accessible to anyone with the link and may be indexed by search engines. Only make content public if you're comfortable with it being widely visible. ## Collaboration Best Practices ### Organizing Team Workspaces **Create a hierarchy:** ``` 📁 Team Workspace 📁 Active Projects 📁 Project Alpha 📁 Project Beta 📁 Resources 📁 Templates 📁 Guidelines 📁 Archive ``` **Use descriptive names** so collaborators know what each category contains. ### Communication & Workflow * **Use ideas** for quick team brainstorming * **Comment in writings** using the AI chat to ask questions * **Create templates** in a shared Resources category * **Archive completed projects** to keep the workspace clean ### Permission Strategy * **Default to Read**: Grant Write only when necessary * **Separate sensitive content**: Use private categories for confidential info * **Review access quarterly**: Remove inactive collaborators ### Notification Management * **Enable notifications** for important categories * **Mute low-priority categories** to reduce noise * **Set notification preferences** in settings (email, in-app, both) ## Security & Privacy ### Row-Level Security (RLS) Cleve enforces permissions at the database level: * **Server-side enforcement**: Cannot be bypassed by client-side manipulation * **Query filtering**: Users only see data they have permission to access * **Audit logs**: All access is logged (Enterprise plans) ### Data Encryption * **In transit**: All data encrypted with TLS * **At rest**: Database encryption for stored content * **End-to-end** (coming soon): Optional E2E encryption for ultra-sensitive content ### Access Control * **Invite-only**: Users must be explicitly invited * **Email verification**: Invites sent to verified email addresses only * **Session management**: Automatic logout after inactivity ## Collaboration on Plans Collaboration features vary by plan: | Feature | Free | Starter | Pro | Max | | --------------------- | ----------- | ----------------- | ------------------ | ----------- | | **Read-only sharing** | ✅ Unlimited | ✅ Unlimited | ✅ Unlimited | ✅ Unlimited | | **Write sharing** | ❌ | ✅ 3 collaborators | ✅ 10 collaborators | ✅ Unlimited | | **Shared categories** | ✅ 1 | ✅ 5 | ✅ 20 | ✅ Unlimited | | **Activity history** | 7 days | 30 days | 90 days | Unlimited | | **Live presence** | ❌ | ✅ | ✅ | ✅ | | **Access logs** | ❌ | ❌ | ✅ | ✅ | See [Pricing](/pricing/overview) for full plan comparison. ## Use Cases ### Content Team Collaboration **Setup:** * Create "Blog Posts" category * Share with writers (Write), editors (Write), and stakeholders (Read) * Writers draft in real-time * Editors review and polish * Stakeholders track progress ### Client Projects **Setup:** * Create category per client * Share with client (Read) * Internal team has Write access * Client sees deliverables as they're created ### Research & Knowledge Base **Setup:** * Create "Research" category with nested topics * Share with entire team (Read) * Designated researchers have Write access * Everyone can reference in AI chat ## Troubleshooting ### Collaborator Can't See Category **Solutions:** * Verify invitation was sent to correct email * Check spam folder for invitation email * Ensure collaborator has accepted invite * Verify permissions haven't been revoked ### Permission Changes Not Taking Effect **Solutions:** * Refresh the page * Log out and back in * Clear browser cache * Check if user is still in collaborator list ### Conflict Errors When Editing **Solutions:** * Coordinate with teammates to avoid simultaneous edits * Save frequently to push changes * Reload page to get latest version * Contact support if data appears lost ## Related Documentation Learn how to create and edit collaborative writings. Shared ideas in collaborative categories. Manage multiple categories and panels efficiently. See collaboration limits by plan tier.