Permissions
Who can open a Block: Share, channel mentions, and the team defaults for tasks and calls.
Starter documentation. Features and account details may differ from this deployment.
Who can open a Block comes from Share, from mentioning it in a channel, and from a few team defaults.
Share
Open Share on a Block. In To: Email or group, add a person, an email, or a channel. Pick Can view, Can comment, or Can edit, then press Share. The owner stays Owner. Change or remove someone later under People with access.
The link has three settings:
- Only people with access. The link does nothing for anyone else.
- Anyone with the link. Anyone with the URL can open it, including people without a Mosaic account. Access level sets view, comment, or edit.
- Team members with the link. Members of the owner's team can open the link. Everyone else still has to be added.
Team access shares the Block with the owner's whole team at Can view, Can comment, or Can edit. No team access leaves the team out. Calls only offer Can view.
The status chip shows Just me, Shared, Team, or Public. Public means Anyone with the link is on. Check Share before you turn that on for anything sensitive. See Security.
Channels
Mention a document, task, or file in a channel and send the message. That shares it with the people in the channel. Someone who joins later sees the full history and everything that was mentioned. Someone who leaves loses that access.
A Team — anyone on your team channel is discoverable by the team. Automatically add teammates adds current and future teammates. A Private — only specific people channel is visible only to the people you add.
Mentions and notifications
A mention in a comment or a channel message notifies that person. A mention in the body of a document or task does not, and it does not give them access.
A comment mention does not share the document. If it is already set to Anyone with the link or Team members with the link, the person mentioned gets that access. Otherwise they get the notification and still cannot open the document until you share it.
Assigning someone a task notifies them. Mentioning them in the task body does not. Mentioning them in a comment does.
Tasks, emails, and calls
Tasks are shared with your team when you create them. The switch is labeled Share with and your team name, and it starts on. Turn it off and the task stays with you and the people you share it with. From Share, Team access set to No team access does the same thing later.
Emails stay with the people on the thread until you share them. Email Sync on a company is the exception: those threads show up for the team in the CRM.
Calls started from a channel are shared with your team by default. After the call, teammates can open the recording, transcript, and summary from Calls and search, whether they were on the call or not. During the call, uncheck Share with team to keep it off the team. After the call, only the person who started it can change that, from Sharing in the call's side panel.
Standalone calls, started from a meeting link, are not shared with the team. Only the people on the call can open them.