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

# Study Sharing

> Learn how to manage permissions and share studies

Conveo's permissions system gives you complete control over who can access and modify your research. You can set organization-wide roles and share individual studies with specific people or teams

### Key Concepts

**Study Sharing**: Grant specific people or teams access to individual studies with different permission levels.

**Teams**: Groups of users that can be granted collective permissions. Share once with a team instead of individually. (refer to [Manage organization](https://conveo.ai/docs/settings-and-management/manage-organization-members) for more details on how to set this up)

**Permission Inheritance**: Users get the highest level of access from any source - organization role, individual shares, or team memberships.

### Quick Reference

**Study Sharing Roles:**

* **Full access**: Share, delete, edit, view
* **Editor**: Edit and view
* **Viewer**: Read-only

**Automatic Permissions:**

* Organization admins get full access to everything automatically
* Study creators get full access to their studies

***

## Sharing Studies

Grant specific permissions to individual studies beyond organization roles.

### Permissions

| Role            | View | Edit | Delete | Share |
| --------------- | ---- | ---- | ------ | ----- |
| **Full access** | ✓    | ✓    | ✓      | ✓     |
| **Editor**      | ✓    | ✓    | ✗      | ✗     |
| **Viewer**      | ✓    | ✗    | ✗      | ✗     |

* **Full access**: Complete control including sharing and deletion
* **Editor**: Edit topic guide and view results
* **Viewer**: Read-only access

**Automatic Full Access:**

* Organization admins (all studies in organization)
* Study creators (studies they create)

### How to Share

1. Open the study
2. Click **Share**
3. Enter email or select a team
4. Choose role (Full access, Editor, or Viewer)
5. Click **Share**

**Best Practices:**

* Use Full access sparingly - only for those who need to manage sharing
* Default to Editor for active collaborators
* Use Viewer for those who just need visibility
* Share with teams rather than individuals when possible, note that a team permission overrules an individual permission (see example)

```
User with Viewer individually + Editor via team = Editor access
```

***

## Troubleshooting

**Can't see a study you should access?**

* Verify you're in the organization
* Check if shared with you individually or via team
* Confirm your organization role (Viewers see all studies)

**Can edit but can't share a study?**

* You have Editor access, need Full access to share
* Ask someone with Full access to upgrade your permissions

**Team members not seeing shared studies?**

* Verify they're actually in the team (Settings → Organization → Teams)
* Confirm study was shared with correct team
* Try refreshing browser

**Admin but can't access a study?**

* Verify you're an Admin (Settings → Organization → Members)
* Confirm study belongs to your organization
* Try refreshing browser

**Can't approve spend on billing account?**

* You need Approver or Manager access
* Requester role can only request spend and view transactions

***

## Sharing Conversations

Conversations in Talk to Your Data (the AI assistant) support full sharing with privacy controls.

### Sharing Levels

* **Private**: Only you (the owner) can access the conversation
* **Shared**: Specific users or teams can view or edit
* **Organization-wide**: Everyone in your organization can access

### How to Share

1. Open any conversation in Talk to Your Data
2. Click the **Share** button
3. Choose who to share with (specific users, teams, or entire organization)
4. Select permission level (Viewer or Editor)
5. Click **Share**

### Making Conversations Private

To restrict access to a previously shared conversation:

1. Open the conversation
2. Click **Share**
3. Remove users/teams or revoke organization-wide access
4. The conversation returns to private (owner-only) access

***

## Permission Hierarchy

**How permissions combine:**

1. **Organization Role** - Baseline access
2. **Study Sharing** - Individual study access
3. **Team Membership** - Collective team access
4. **Automatic Permissions** - Admin & creator access

**Final Access = Highest permission from any source**

***

**Need help?** Contact [support@conveo.ai](mailto:support@conveo.ai)