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.

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

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

1.) From Task

2.) More people with access

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

4.) Invite lets you add people

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:

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:

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.

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:

Share a record or app with a group:

Share a workspace with a group:

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:

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:

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:

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

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.

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

When you publish 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

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:

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:

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:

Let’s take a look at a showcase below:

The name of the workspace is “Finance”

This workspace “Finance” has three apps:

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

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:

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:

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:

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:

Brief Overview & Key Highlights to manage & sync permissions

For apps and records is just by using three ways:

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.

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

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

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

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

If your database has at least one member field, you’ll be able to assign specific permissions to the people in that member field. For example:

Permissions you assign through a member field will apply across all views of your database.

To set permissions for a member field or created by field:

1. Open a database.

2. Click Share at the top of the database.

3. Under Record-level access, select Add a new rule.

4. Select a member field or created by field from your database.

5. Select an access level.

6. Select Create rule.

7. Choose once whether people added to the member field should only get a notification with Invite only, or also see their records in the app table with Anyone with shared content.

You can create new permissions for additional member fields in your database by clicking Add a new rule.

By default, when a person is mentioned in these fields, they’ll be notified. You can change this in the member field settings by adjusting "Notify when added" or "Follow when added".

Allow all members in member fields lets you select members from the entire organization in a member field, making database record-level access even more valuable. More details ➔

How others can interact with a database’s content once you’ve assigned record-level access depends on whether they have access to the database or not.

If someone has access to the database

Let’s say that you have Full access to a task database. Your direct report Anna has Can comment access.

Then, you create a record-level access rule that gives people in the assignee member field Can edit access. You assign task 1 to Anna.

In addition to being able to view and comment on all records of the database, Anna can now also edit task 1 as a result of the record-level rule.

If someone doesn’t have access to the database

Let’s say that you have Full access to a task database. Nobody else has any level of access.

Then, you create a record-level access rule that gives people in the assignee member field `Can edit` access. You assign Task 1 to Anna.

There are two ways Anna will be able to view and work on task 1:

Because Anna only has access to her tasks via record-level access rules, she won’t be able to create new records in the database. To allow new record creation, you’ll need to give Anna additional `Can create only` permission on the database.

Make sure anyone whose access you’re restricting through record-level access doesn’t have greater access through another part of the Share menu.

You can use Automations to add or remove people from member fields. This lets record-level access change automatically as a record moves through your process.

For example, you can give a creator field Can edit access and a reviewer field Can view access. When the status changes to review, an automation can add the reviewer to the reviewer field.

This lets the record’s status control who can do what, without manual sharing.

To delete a permission rule for a specific member field or created by field:

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

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