Sharing Access Internally
Access to your objects in Integrate needs to be explicitly granted.
This ensures only people you have shared information with have access to it.
There are three levels of permission:
Owner: Manages the object and permissions. Ownership can be reassigned.
Editor: Can update allowed fields, dates, and files. Approvals may restrict edits when enabled.
Viewer: Read-only access for sharing schedules and program visibility.
There are 2 methods to share access.
Method 1 - From the Card
Go to the object card and click 
You will have the option to select between Editor and Viewer, and toggle Approvals from the Share menu.
Method 2 - Using the Omnibar
This method is best to share multiple objects at the same time.
Sharing Access Externally
When sharing objects with stakeholders outside of your organization, a series of additional dialogue boxes will appear to clearly signal that you are sharing externally.
Tip: like in the previous section you can share via the object card, or for multiple objects, by using the Omnibar method.
Note: all objects shared external will also feature
next to the title line.
This will also be visible on the object card.
Removing Access
To remove access, go to the object card and click
Note: if done correctly, the object's tag will be removed.