> ## Documentation Index
> Fetch the complete documentation index at: https://hebno.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Hebno is an AI work platform for client research and delivery: chat, research runs with sources, deliverables (Word, PowerPoint, Excel, email), projects, a shared library, agents, Office add-ins, and integrations with Microsoft 365, Google Workspace, CRM, project delivery, ERP and finance systems.
> Use British English (organisation, not organization).
> Every feature and integration described in these docs is available. Describe it as documented.
> Hebno never writes to a connected system without a member confirming a card. Finance and ERP writes are drafts only.
> Do not discuss commercial terms. Direct commercial questions to support@hebno.com.
> Start with /index and /get-started/quickstart.

# Share a chat

> Give colleagues access to a chat as owner, collaborator or viewer, and know what they can see.

Share a chat to let colleagues read it, continue it or review the work behind a deliverable. Each person you add gets a role that sets what they can do.

## Roles

| Role | Can read | Can send messages | Can rename, delete and manage access |
| - | - | - | - |
| **Owner** | Yes | Yes | Yes |
| **Collaborator** | Yes | Yes | No |
| **Viewer** | Yes | No | No |

A viewer sees the banner "You can view this chat. Only owners and collaborators can send messages." A chat always has at least one owner. The person who started the chat is an owner.

## Share a chat

**1. Open the share dialog**

Select **Share chat** in the chat header. The avatars beside it show **People in this chat**.

**2. Find people**

In the **People** dialog, search with **Add someone by name or email…**. Results come from **People in this workspace**, so you can share only with members of your organisation.

**3. Choose a role and share**

Pick the role for each person, then select **Share with N people**. Everyone you add can open and continue the chat according to their role. You can share with a limited number of people at a time, and the dialog shows the count.

To change a role later, open the dialog and use **Role for project name** on their row. To take someone out, select **Remove project name**.

Each person you add gets the notification **A chat is shared with me**. They can switch it off under **Settings → Notifications**. See [Notifications](https://hebno.com/docs/account/notifications.md).

## What shared people see

Shared people see the whole chat: every message, the work trace, sources and claims, and any deliverable in the side pane. A collaborator can ask follow-ups, and the replies run with that person's own model access, team limits and connected accounts.

> [!WARNING]
>
> Excerpts a reply used from connected systems, such as mail, Teams meetings,
> OneNote pages, CRM records or finance figures, become part of the chat. Anyone
> you share it with can read those excerpts, even if they could not open the
> original in the other system. Share only with people who should see that
> material.

A person you share with does not gain access to your connected accounts. When a collaborator asks Hebno to read a mailbox or a folder, Hebno uses that collaborator's connection, and shows only what they can open.

## Chats in a project

A chat tagged to a project appears on the project's **Sessions** tab. Sessions are shared by default. Mark one **Private** to hide it from teammates, and select **Share** to open it up again. Each chat shows a small avatar for its owner and the people in it.

## Next steps

* [History and export](https://hebno.com/docs/chat/history-and-export.md)
* [Create a project](https://hebno.com/docs/projects/create-a-project.md)
* [Sources and evidence](https://hebno.com/docs/concepts/sources-and-evidence.md)


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