Collaboration and sharing

Invite team members, assign roles, and share process maps securely.

1. 01
   Understanding roles: Owner, Collaborator, ViewerBA Copilot uses role-based access control to manage what each team member can do:
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2. 02
   Inviting viewersViewers get read-only access to team spaces. They are ideal for stakeholders, managers, and other reviewers who need to see process maps but do not need to create or edit them.
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3. 03
   Inviting collaboratorsCollaborators can create and edit process maps, use the AI chat, and publish process maps. They are ideal for fellow business analysts or consultants working on process mapping alongside you.
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4. 04
   Managing team membersManage your organisation's members from the Team Settings page.
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5. 05
   Sharing process maps without sharing chat historyA key design principle in BA Copilot: when you copy a process map to a team space, the chat history stays behind.
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6. 06
   Commenting on process mapsLeave threaded comments on specific elements or the whole process map.
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7. 07
   Share Processes ExternallySend a secure external feedback link so clients and stakeholders can comment on and approve a process map without accessing your workspace.
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