Tape is made to work together. There are lots of ways to share your work. With the permission levels, you can control how your team see the content your way.

Ways to share

There are several different ways you can share your work build in Tape.

Share menu

A tour of the basics of the Share menu. Go to Share at the top

1.) From Task

Everyone at Tasksmeans everyone within the workspace has been assigned this permission level divided in:
- Workspace admins
- Workspace members
Everyone at Acme Inc. means everyone within the organization has been assigned this permission level

2.) More people with access

Here are members and guests with access for other reasons, like being in a specific group.

3.) The dropdown menus let you set the level of access

4.) Invite lets you add people

External people will be added as guest
Member from your organization

Share with everyone in your organization

You can work together with other people in Tape by inviting them to join your organization. It can be your colleagues, or anyone you want to collaborate with. Here are some easy ways to share your Tape content with all the members in your organization:

Create a record in any default workspace.
Drag a app to a default workspace in your sidebar. This automatically shares it with everyone.

Share with a workspace

Workspaces are dedicated areas for teams in your organization. You can customize them for each team. Learn more about adding members and assigning permissions in workspaces →

You can share Tape content with any workspace that you are a member of:

Create an app in a workspace in your sidebar. Hover over the workspace's name and click the + button that appears.
Drag a app to a default workspace in your sidebar. This automatically shares it with everyone.

Share with individual teammates

At times, you may need to share a record or app with selected members of your organization. For example, a HR document with your manager or financial statements for a small team.

Go to Share at the top
Typ the email address of the person you want to add, confirm with the enter key
Click Invite
Select the level of access you want to give them from the available choices in the dropdown menu
- When searching for people, you'll notice names listed as either In app/record or Not in app/record indicating their access to the record or app.

Apps or records that are shared with select members rather than the entire organization will appear in the Shared section of your left sidebar. To make them accessible to all members within a workspace, simply drag them into the workspace.

If you have more apps or records in the Shared section of your left sidebar, just pick which ones you'd like to keep pinned to the sidebar.

💡 Note: In the Shared section pop-up, you can search for shared pages. When you hover over the app or record name, you can view the name of the person who shared it with you.

Share with groups

Create custom member groups to easy share content frequently used groups, like your company's sales or development team. Assign these groups permissions to access workspaces, apps or records as a unit.

Learn more about groups and group permissions here →

Here's a quick guide for group sharing:

Creating a group:

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Groups tab at the top
Click Create a group and enter a name for your group.
Click on the icon to select a new icon, emoji, or upload a custom file
Toggle open your new group, click + Add a member

Share a record or app with a group:

Go to Share at the top and click the Invite button.
Search for a group you want to share with.
Select the level of access you want to give them from the available choices

Share a workspace with a group:

Hover over the workspace name in your left sidebar
Click the ••• button
Got to Workspace settings
Use the black Add members button to add groups to the workspace
Select the level of access from the drop down
Click Invite to share this workspace

Share outside your team

Work together with people outside your team. In Tape this role is called guest. You can invite guests to join your organization on specific apps or records basis. Ideal for sharing Tape content with clients for seamless collaboration.

Learn more about guests here →

Here's a quick guide for guest sharing:

Go to Share at the top and click the Invite button.
Enter the email address of the guest you want to add, confirm with the enter key
Select the level of access from the dropdown you want to give the guest from the available choices
Click the Invite button.
The invited guest will receive an email with a sign-in link.

Add guests on any records or apps you want to share. Workspace are for members only.

To view all the guests in your organization and the records and apps they can access, follow these steps:

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Guests tab at the top
Click right of the guest's name on the dropdown menu at the column "Access level.”
View the guest's accessible records or apps
Click to hop to the records or apps the guest can access
On each of these records or apps, you have the ability to manage the guest's access level or completely remove their access

Share a single workspace to the web

Turn any workspace into a public page and update it live. When your Tape workspace is public, anyone - who knows the unique URL - can read it. If you want, you can allow the duplication of the workspace as a template. Embedding the unique URL into your website for example just like our published roadmap.

Here's a quick guide to public workspaces:

Hover over the workspace name in your left sidebar
Click the ••• button next to the workspace name
Click Workspace settings
Click on the Publish tab
By default, the access level will be set to Unpublish
To publish your workspace to the web, change the access level by clicking Publish to web:
- Allow duplicate as template: Enable this option to allow other Tape users to duplicate your workspace into their own organization for editing.

Share multiple workspaces to the web (Organization sharing)

Any organization you build in Tape can be published and duplicated, including all content, database structures, and automations, with just a click.

Publish multiple workspaces

To publish multiple workspaces:

1.) Click on your Company name at the top of your left sidebar

2.) Select Settings

3.) Click on Workspaces on the left sidebar

4.) Open the Publish tab

5.) Select Publish

As you make changes to the content or structure of a published workspace, it will automatically update.

Adjust settings for your published workspaces

Once your workspaces are published, open the workspace settings in Tape and select Publish at the top. From this menu, you can:

Copy the link to your published workspaces to easily share it with others.
Enable the "Allow Duplicate as Template" option by toggling it on.
Manage all workspaces included in the publication—add new workspaces, reorder them as they should appear, adjust access levels, or unpublish a workspace by clicking the ··· menu.

How visitors interact with your published workspaces

When you publish multiple workspaces:

Anyone with the link can view them on the web.
All apps and content are also published.
If the workspace contains a database, viewers can toggle between different views.
Depending on the settings you’ve enabled, viewers can duplicate the workspaces to their own organization to use and make changes.
As you make changes to the content or structure, the workspaces will update automatically—even charts in dashboard apps.

Unpublish your multiple workspaces

To take your multiple workspace off the web:

1.) Click on your company name at the top of your left sidebar

2.) Select Settings

3.) Click on Workspaces on the left sidebar

4.) Open the Publish tab

5.) Select Unpublish

💡 Tape partners use "Share to web" to transfer apps or multiple workspaces from one Tape organization to another. This allows duplication, including all content, database structures, and automations as a template. It's great for building products or templates for the Tape template gallery.

Permission levels

This is where Tape's sharing options become granular and detailed. You can assign different access levels to people or groups you share with. Here are some useful scenarios:

Restricted access to a record for a single group of members
Only a few people should have permission to share a specific content
Limited editing for select teammates, while others have read-only access

How to edit permissions

Whenever you invite someone to a workspace, or click on Share at a record or app, you'll see dropdown menus next to people or groups that let you select their level of access:

Full access: can edit and share with others
Can share: can edit content and share with others, but can´t edit the structure
Can edit: can edit content, but not share with others
Can comment: can view and comment, but not edit
Can view: cannot edit or share with others
No access: remove their access to the record or app

How to manage and sync permissions - by using default, expand or restrict

By default, an app will automatically have the same permissions as the workspace it belongs to. Similarly, each individual record will inherit the permissions of that specific app it is a part of. But you can assign higher or lower levels of permission for every single workspaces, apps, or records according to your needs. This simplified permission management with maximum flexibility.

Let’s breakdown using examples:

By default. If you modify the permission of workspace members in the workspace from Full access to Can edit all apps and records within that specific workspace will automatically inherit the permission.
In your organization, every member has Full access to a designated workspace, except for one individual who does not have the ability to share with others using the Can sharepermission level.
In a workspace with three apps, two apps grant Full access to all teammates, while in one app the access is exclusive to the sales team.

Let’s take a look at a showcase below:

The name of the workspace is “Finance”

Workspace permission level: Open that means anyone can see and join this workspace
Workspace admin: Full access that means can edit and share with others
Workspace member: Can edit that means can edit content, but not share with others
Everyone else in the organization “Acme Inc.: Can view that means cannot edit or share with others

This workspace “Finance” has three apps:

Offers
Invoices
Contacts

The app “Offers” has inherited the permissions of the "Finance" workspace by default.

Workspace admin: Full access
Workspace member: Can edit
Everyone else in the organization “Acme Inc.: Can view

At the app “Contacts” you may want to expand permissions to allow members, guests, permission groups, or the entire organization to be higher than Can view. In the permission level dropdown for this example, you would select:

Workspace admin: Full access
Workspace member: Can edit
Everyone else in the organization “Acme Inc.: Can edit

💡 Tip: When you expand the permission levels of the app, changes in workspace permissions no longer affect the app.

💡 Tip: You can use the Reset button in the Share menu to revert permissions back to default and inherit from workspace permissions and future changes.

At the app “Finance” you may want to restrict permissions to prevent members, guests, permission groups, or from seeing the app at all. In the permission level dropdown for this example, you would select:

Workspace admin: No access
Workspace member: No access
Everyone else in the organization “Acme Inc.: No access
Juliet: Full access
Will: Can edit
Group Finance team: Can view

💡 Tip: When you restrict the permission levels of the app, changes in workspace permissions no longer affect the app.

💡 Tip: You can use the Restore button in the Share menu to revert permissions back to default and inherit from workspace permissions and future changes.

The same logic from the app permission is used for records

By default: the record “Sunny Savings Offer” has inherited the permissions of the "Offers" app. In the permission level dropdown for this example is selected:

Workspace admin: Full access
Workspace member: Can edit
Everyone else in the organization “Acme Inc.: Can view

Restrict: One record “Family First Offer” you can restrict permissions to prevent members, guests, permission groups, or from seeing the record at all. Only you have access to this record. In the permission level dropdown for this example, you would select:

Workspace admin: No access
Workspace member: No access
Everyone else in the organization “Acme Inc.: No access
Juliet: Full access

Brief Overview & Key Highlights to manage & sync permissions

For apps and records is just by using three ways:

Default
Expand
Restrict

By default, an app will automatically have the same permissions as the workspace it belongs to. Similarly, each individual record will inherit the permissions of that specific app it is a part of.

In case the permission of a record is expanded or restricted, the permission of this record won't be affected by changes to workspace or app permissions. The same is true for app permissions. If an app permission is expanded or restricted, the permission of this app won't be affected by changes to workspace permissions.

Once you expand or restrict the permission levels of a record or app, you can use the Reset or Restore button in the Share menu to come back to the default permission level.

Stop sharing

Record or App

With the permission level Full access or Can share to a record or app, you have the ability to stop sharing one specific record or all records in an app with anyone

Click on Share at the top of the record or app
Select Remove from the dropdown next to any members, guests, permission groups.

Workspace

With the permission level Full access or Can share to a workspace, you have the ability to stop sharing a workspace with anyone

Hover over the workspace name in your left sidebar
Click the ••• button
Got to Workspace settings
Click right of the guest's name on the dropdown menu at the column "Access level.”
Click the Remove from workspace button.

Stop sharing organization with members

As an organization owner or admin, you have the ability to stop sharing your organization with members

Click on Settings at the top of your left sidebar
Go to Manage members
Click right of the person's name on the dropdown menu at the column "Access level.”
By choosing Remove from organization for that person, they will immediately lose access to your organization

Stop sharing organization with guests

As an organization owner or admin, you have the ability to stop sharing your organization with a guest

Click on Settings at the top of your left sidebar
Go to Manage members
Select the Guests tab at the top
Click right of the guest's name on the dropdown menu at the column "Access level.”
Click the Remove button.

Security settings for sharing

Organization owner

If you're an organization owner, you can prevent content from being shared by turning on certain security settings.

Go to Settings at the top of your left sidebar
Click Security in the sidebar of the window that pops up
Toggle on the settings you want to prevent

Workspace owner

If you're an workspace admin, you can prevent content from being shared by turning on certain security settings.

Hover over the workspace name in your left sidebar
Click the ••• button next to the workspace name
Click Workspace settings
Go to the tab Security
Toggle on the settings you want to prevent

FAQs

I want to share my content with a client, but they don't use Tape.

You can use the feature “Share to the web” in the workspace setting menu.

I can't see an export button in the app menu

The export is in now in the ••• menu on the top of every app.

If it is not to be found there, your admin may have disable exports in the workspace or organization security settings.

Can I control who can see specific records of a database app?

Sure - we call it record permission.

Hierarchy structure in Tape

Manage members, admins, guests & groups

Intro to Organizations

Navigate with the sidebar

Start here as a member