Sharing & Collaboration
2 min readUpdated Mar 25, 2026
Share via Link
Generate a shareable link for any document:
Open the share dialog
Click the share button in the document header or use the document's context menu.
Set permissions
Choose between View only and Comment permissions for link recipients.
Copy the link
Click "Copy link" and share it via email, chat, or any other channel. Recipients don't need an Optimaite account to view.
Team Collaboration
Invite team members to your workspace for full editing access:
- Real-time editing — multiple users can edit the same document simultaneously (powered by Yjs)
- Cursor presence — see where other users are editing in real time
- Comments — leave threaded comments on specific text selections
- Track changes — each team member's edits are attributed and tracked
Team Management
Go to Settings → Team to manage your workspace members:
- Invite by email — send invitations to join your workspace
- Roles — assign Admin or Member roles (Admins can manage billing and team settings)
- Remove members — suspend a member's access to the workspace
Each workspace has its own documents, templates, and billing. Users can belong to multiple workspaces and switch between them.
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