Collaborate

Want to share a project, meeting, or workflow with teammates? Share your workspace and they’ll have instant access to its resources. You can add or remove collaborators at any time.


Share a workspace

  1. Open Workona.
  2. Click on the workspace in the sidebar.
  3. Click the Share button to the right of your workspace name, or click the profile pictures next to the workspace name.
  4. Type in the name or email address of your collaborator.
  5. Click the Invite people button.

Edit sharing permissions for collaborators

  1. Open Workona.
  2. Click on the workspace in the sidebar.
  3. Click the Share button to the right of your workspace name, or click the profile pictures next to the workspace name.
  4. Click the Edit icon to change editing permissions for any collaborator.
  5. Type in the name or email address of your collaborator.
  6. Click the Done button.

Remove collaborators from a workspace

  1. Open Workona.
  2. Click on the workspace in the sidebar.
  3. Click the Share button to the right of your workspace name, or click the profile pictures next to the workspace name.
  4. Click the x button to remove any collaborator from the workspace.
  5. Click the Done button.

Send a resource without sharing a workspace

  1. Open Workona.
  2. Click on the workspace in the sidebar.
  3. Hover over the resource and click the Send to… button that appears.
  4. Type in the name or email address of your recipient.
  5. Press the Return / Enter key.

How presence works

Presence allows you to see when collaborators are using a shared workspace.

  1. Open Workona.
  2. Click on a shared workspace in the sidebar.
  3. You’ll see the profile pictures of your collaborators next to the workspace name.
  4. When collaborators aren’t using the workspace, their profile pictures will be grayed out. When they are using the workspace, their profile pictures will be in color, and active collaborators’ pictures will move to the left.