While you can share individual items in Wecora, we understand that you often need to share multiple items simultaneously with clients, team members, and collaborators. That's where board sharing comes in!
Two Ways to Share....
Share with a link:
Generate a custom link to share your board quickly and easily:
Perfect for quick sharing via email, text, or messaging
Maintain control over which board details are visible to viewers
Ideal for client presentations and quick consultations.
To generate a share link:
Click SHARE in the top of your board
Select COPY LINK
Select which item details you would like visible then copy the link generated.
Share the link where you'd like (text, email, etc).
*Note: if you would like to see what this link will look like to those you're sharing with, paste the copied link in a new tab or window.
Check out this video to see link sharing in action.
Direct Board Invitation -
Invite others to actively participate in your board:
Recipients receive a formal invitation to join
Enables direct commenting on the board and its items
Perfect for ongoing collaboration and team projects
You still control which board details are visible and which are not.
To invite others to your boards:
Click SHARE
Select INVITE OTHERS
Enter the email of the person you'd like to add and hit NEXT
Adjust the permissions you'd like, determining which details will be visible to the invitee.
If the person you're sharing with is on your team (Pro and Agency accounts), you will be able to decide if the user is an EDITOR or a VIEWER.
Hit submit. You can always adjust these settings for the invitee at any time.
Here's a video to show the invitation process in action.
Anyone you shared with will then receive an email inviting them to join the board. If you need to revise permissions associated with the invite, you can do so at any time by going to SHARE and making the changes you need.
