Share Docs in Kroolo
Welcome to Kroolo, the Smart Productivity Powerhouse. In this step-by-step guide, we’ll show you how to share a document with a team member in Kroolo.
1. Locate the Document
Find the document you want to share. Next to the document name, click on the (...) three dots.
2. Select the Share Option
From the drop-down menu, choose "Share". This will display a list of members who already have access to the document.
3. Invite Members
Click on "Invite Members" to share the document with someone new.
4. Enter Name or Email
Type the name or email address of the team member you wish to share the document with.
5. Select the Team Member
From the list that appears, click on the appropriate team member.
6. Adjust Access Settings
Modify the access settings based on what the team member should be able to do. Options include 👇
Full Access
Edit
Comment
View
Guest Access
7. Select Full Access
For this example, choose "Full Access" to grant the team member complete control over the document.
8. Send the Invite
Click on "Send Invite" to notify the team member. Now, both of you will have access to the document.
9. Share via Private Link (Optional)
Alternatively, you can copy the "private link" and share it directly with the team members, allowing them access without sending an invite.
That’s it! 🎊
You've successfully shared a document with a team member in Kroolo.