Sharing Access Internally
Access to your items 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 items 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 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 items at the same time.
Sharing Access Externally
When sharing items 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 card, or for multiple items, by using the Omnibar.
Note: All items shared externally will also feature
next to the title line.
This will also be visible on the card.
Removing Access
To remove access, go to the card and click
Note: If done correctly, the item's tag will be removed.