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Use Share in the study header to control who can open a study. Add a person when they should sign in and work with your team. Create a guest link when an external recipient needs a limited, no-sign-in view.

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Before you start

Identify the recipient and the work they need to do. Check both their organization account type and the study-level access you can grant.

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Choose how to share

The Share dialog has two tabs:
  • People grants access to a member of your organization or invites a new member.
  • Links creates a guest view with selected content, an optional expiry, and optional commenting.
Changes take effect immediately. You can return to the same dialog from any study tab; contextual actions such as Share form or Share progress open it with the relevant content selected.
Share dialog with People and Links tabs

Use People for signed-in collaborators and Links for controlled guest access.

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Give a teammate access

1

Open People

Select Share → People, then enter the person’s name or email address.
2

Choose an access level

Select the lowest level that supports their task, then choose Invite.
3

Send the invitation link if prompted

For a new account, copy the one-time invitation link and send it to the recipient before closing the confirmation.
Only an Owner can grant Owner or change an existing person’s level. A Collaborator account is limited to Commenter, even if a higher study level is selected. Folder access can also set a minimum inherited level for a study.
A new member’s invitation link is shown once. If it is lost, remove the pending invitation and invite the person again.
People tab with an invitation field, access-level selector, and current access list

The People tab lists direct and inherited access and lets permitted users invite teammates.

See Manage guest links.

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Results access levels

See Manage guest links.

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Content that is included automatically

See Manage guest links.

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What a guest can do

See Manage guest links.

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Update or revoke access

See Manage guest links. See Manage guest links.

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Check the result

The recipient can open the study while signed in and sees the actions required by their role. If access remains after a direct grant is removed, check inherited folder access.