Share with your team or a group

When you have made something in your Personal workspace that your colleagues should work on too, give it to your organisation. Share with team or group moves a room, desk, file or folder out of your Personal workspace and into your organisation's workspace. You choose who gets it: everyone in the organisation, one of your groups, or one person.

Everyone you give it to can see and edit it, and changes reach everyone as they happen.

Before you start

• Work in your Personal workspace. Share with team or group appears only while you are in Personal. Things you make in an organisation's workspace already belong to the organisation. See Organisation settings and switching workspaces.
• Belong to an organisation. The option appears once you are a member of at least one organisation. See Set up and manage your organisation.
• Sign in. Organisations come from your PlexiDesk account. See Create an account and sign in.
• It moves, it does not copy. What you share leaves your Personal workspace and lives in the organisation from then on.

Share a room, desk, file or folder

1. Find what you want to share:
   • A room: open All rooms. See Browse All rooms and All desks.
   • A desk: open All desks.
   • A file or folder: open Files. See Files: your folders and files.
2. Right-click the room, desk, file or folder and click Share with team or group. For a room or desk, you can also point at it and click the icon whose tooltip says Share with your team or a group.
3. If you belong to more than one organisation, choose the organisation.
4. PlexiDesk asks who in the organisation should get it. Choose one:
   • Everyone in and the organisation's name: all members of the organisation.
   • A group: each group you belong to in the organisation is listed, with how many members will see it.
   • Specific person…: share privately with one person you choose.
5. Finish as described below for the option you chose.

What moves with it:

Everyone in the organisation

PlexiDesk asks you to confirm, and spells out that everyone in the organisation will be able to see and edit it, and that it moves out of your Personal workspace. Click Share with team.

A group

Click the group. It moves straight away, and only the group's members see it.

Specific person

1. Choose the person from the list of the organisation's members.
2. PlexiDesk shares it so that only that person and you can see and edit it.

Behind the scenes, PlexiDesk keeps a small group for the two of you, named Direct · and your two @handles. The next thing you share privately with the same person goes to the same group.

If you are the only member of the organisation so far, PlexiDesk tells you No one to share with yet. Invite people to the organisation first.

Find it afterwards

What you shared disappears from your Personal workspace, because it now belongs to the organisation. To work on it:

1. Click the workspace switcher at the top of the menu on the left.
2. Choose the organisation.

It is there, and the people you shared it with see it in the organisation's workspace on their computers too.

Tips

• Pick the smallest audience that works. Share with a group or one person when not everyone in the organisation needs it.
• Share a copy instead if you want to keep the original in your Personal workspace. Make a link with Create public link, which leaves your work where it is. See Share a widget, document or file.
• Share a desk with specific people if they are outside your organisation, or if you want to keep the desk in your Personal workspace. See Share a desk with specific people.

Common questions

I don't see Share with team or group. Check that you are in your Personal workspace and that you belong to an organisation. The option does not appear while you are working in an organisation's workspace.

Where did my desk go after I shared it? It moved to the organisation's workspace. Choose the organisation in the workspace switcher to find it.

Which groups appear in the list? The groups in that organisation that you belong to, including the private groups made when you share with one person.

Can I share a document this way? Office documents listed in Files are not shared from Files with this option. Share the document live from its editor, or create it in the organisation's workspace. See Work together in real time.

Can I move it back to my Personal workspace? Not with this option, so check the workspace and audience before you confirm.

Related tasks

• Sharing and invites
• Organisation settings and switching workspaces
• Set up and manage your organisation
• Share a desk with specific people
• Work together in real time