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Once you’ve created a persona, you can share it with specific teammates or make it available to everyone in your organisation. This guide covers setting the access level, adding individual people, and copying the share link.
Only the persona’s owner can change who it’s shared with.

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Open the Share window

Open the Share window from the persona’s card on the Personas page.
1

Go to Personas

Click Personas in the left menu.
2

Hover over the persona card

Move your mouse over the card of the persona you want to share. A small toolbar appears at the bottom of the card.
3

Open the Share window

Click the Share icon (the arrow). The Share [Persona Name] window opens.
Persona card hover state showing the Share icon in the toolbar.

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Choose who can access it

Under Access, click the dropdown to choose who can use this persona.
Access levelWho can use it
PrivateOnly you. No share link is created.
OrganizationAnyone in your workspace.
PublicAnyone with the link, inside or outside your workspace.
Pick the level you want. The Link section at the bottom updates on its own.
  • Private - The link box shows “Private - no shareable link” and the Copy button is greyed out.
  • Organization or Public - A share link is created and the Copy button becomes active.
Access level dropdown showing Private, Organization, and Public options.

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Share with specific people

If you’d like to share with certain teammates no matter which access level you chose, add them individually.
1

Open the teammate picker

Under Share with people, click the Select teammates… dropdown. A search box appears.
2

Find and select teammates

Type a name or email to find someone, then choose one or more teammates from the list, for example, Mohit Rohilla, Shreya Balaji, and Venkat Poleneni.
3

Add them

Click Add. The people you chose appear as small avatar icons under Share with people, and they can use the persona right away.
Share with people dropdown showing teammate search and a list of teammates. If you set the access to Organization or Public, copy the link and send it to your team.
1

Find the link

In the Link section, you see the share link, for example, https://dev-refactor.ideaboxai.com/sha....
2

Copy it

Click Copy to copy the link.
3

Send it

Share the link with your team through Slack, email, or wherever you like.
Share dialog showing the shareable link and the active Copy button.
When a persona is set to Private, the link box is greyed out and shows “Private - no shareable link”. Change the access to Organization or Public to turn on link sharing.
Share dialog in Private mode showing the disabled link field.

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What happens after you share

After you save, sharing takes effect immediately.
  • The teammates you gave access to see the persona in their own Personas list.
  • A short message confirms your change was saved.
  • Teammates who don’t have access to the underlying knowledge bases or connected tools may get more limited answers from the persona.
Use Organization access when you’re rolling a persona out to your whole team. Share it with a few key people first to check the answers before a wider rollout.