There are two collaboration models:

1) Available to everyone in the organization

  • Make the project visible to all current and future members.
  • Assign a default role: Viewer or Editor.
    • Viewer: can start chats and agent flows (e.g., summarize documents) but cannot change the knowledge base.
    • Editor: can modify the project’s knowledge base (add/remove content).
Projects shared org‑wide display the organization icon.

2) Invite specific people

  • Invite by name and choose a role per person: Viewer, Editor, or Admin.
  • The owner (creator) can transfer ownership if needed.
  • Shared projects show the owner’s avatar with a member count.
Private → Collaborative chats: When starting a chat you can choose Personal (private) or Collaborative (shared with project members). Private chats can later be converted to collaborative (this cannot be undone).