> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Share a persona

> Share a persona with specific teammates or your whole organisation by setting an access level and copying a share link.

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.

<Note>
  Only the persona's **owner** can change who it's shared with.
</Note>

## Open the Share window

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

<Steps>
  <Step title="Go to Personas">
    Click **Personas** in the left menu.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Open the Share window">
    Click the **Share** icon (the arrow). The **Share \[Persona Name]** window opens.
  </Step>
</Steps>

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/d184b8a7-ced3-4d2e-9507-9f7f231ce66e/original.png" alt="Persona card hover state showing the Share icon in the toolbar." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## Choose who can access it

Under **Access**, click the dropdown to choose who can use this persona.

| Access level     | Who can use it                                          |
| ---------------- | ------------------------------------------------------- |
| **Private**      | Only you. No share link is created.                     |
| **Organization** | Anyone in your workspace.                               |
| **Public**       | Anyone 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.

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/60669d02-5882-415e-a6d0-cdeaf66a264a/original.png" alt="Access level dropdown showing Private, Organization, and Public options." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## Share with specific people

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

<Steps>
  <Step title="Open the teammate picker">
    Under **Share with people**, click the **Select teammates...** dropdown. A search box appears.
  </Step>

  <Step title="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*.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/e58e969b-6f4c-471e-90fb-3fc760fa2ad5/original.png" alt="Share with people dropdown showing teammate search and a list of teammates." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## Copy and share the link

If you set the access to **Organization** or **Public**, copy the link and send it to your team.

<Steps>
  <Step title="Find the link">
    In the **Link** section, you see the share link, for example, `https://dev-refactor.ideaboxai.com/sha...`.
  </Step>

  <Step title="Copy it">
    Click **Copy** to copy the link.
  </Step>

  <Step title="Send it">
    Share the link with your team through Slack, email, or wherever you like.
  </Step>
</Steps>

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/2fc8b841-c603-4a84-9b57-2d0f9342943b/original.png" alt="Share dialog showing the shareable link and the active Copy button." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

<Note>
  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.
</Note>

<img src="https://ideaboxai-test.s3.amazonaws.com/copilot-attachments/ideaboxai/thread-1782837682226-pz2box/b504c643-1a11-4275-8872-8b1f9245063c/original.png" alt="Share dialog in Private mode showing the disabled link field." className="rounded-xl border border-gray-200 shadow-md hover:shadow-2xl transition-all duration-300" />

## 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.

<Tip>
  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.
</Tip>