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_model: docspage | ||
--- | ||
title: About collaboration and sharing | ||
--- | ||
sort_key: 0 | ||
--- | ||
menu: /help/docs/share | ||
--- | ||
tocdesc: Overview of the collaborate and share features | ||
--- | ||
lead: Zenodo's collaboration and sharing features allow you to share individual records/drafts with other users and communities. | ||
--- | ||
body: | ||
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From a high-level point of view Zenodo's features allow you to: | ||
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- Share **individual records and drafts** with specific users, via links as well as allow guests/users to request access. | ||
- Share **collection of records** via communities. | ||
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### Individual records/drafts | ||
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Individual records/drafts can be shared in different ways depending with who and how you want to share: | ||
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- [User sharing](../user-sharing/) - enables you to share records/drafts with other Zenodo users. | ||
- [Link sharing](../link-sharing/) - enables you to create a secret link which provides access to your record (e.g. with persons that do not have a Zenodo account). | ||
- [Access requests](../access-requests) - allows guests/users to request access to a restricted/embargoed record. | ||
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**Permissions** | ||
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The table below provides an overview over which permissions can be granted for the different types of sharing: | ||
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| | User sharing | Link sharing | Access requests | | ||
| --- | --- | --- | -- | | ||
| Can view<br><small class="text-muted">Grants access to view restricted/embargoed files of all current and future versions of a published record.</small> | X | X | X | | ||
| Can preview drafts<br><small class="text-muted">Grants access to view drafts (unpublished records) and restricted/embargoed files of all current and future versions of a record/draft.</small> | X | X | - | | ||
| Can edit<br><small class="text-muted">Grants access to edit drafts and view restricted/embargoed files of all current and future versions of a record.</small> | X | X | - | | ||
| Can manage<br><small class="text-muted">Grants access to manage access, edit drafts and view restricted/embargoed files of all current and future versions of a record.</small> | X | - | - | | ||
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### Collection of records | ||
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The [communities](../../communities/) feature allow you to organise a **collection of records** and share the collection with **members** of the community who can be granted different roles as part of the community (see [about communities](../../communities/about-communities/)) | ||
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This section focuses on how you submit drafts/records to a community and how you manage your submissions (independent of if you're a member or not): | ||
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- [Submit for review](../submit-for-review/) - learn how to submit a draft (unpublished record) to a community. | ||
- [Submit to community](../submit-to-community/) - learn how to submit an already published record to a community. | ||
- [Managing submissions](../manage-submissions/) - learn how to manage your submissions. | ||
- [Membership invitations](../membership-invitations/) - learn how to accept/decline membership invitations. | ||
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--- | ||
docs: |
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_model: docspage | ||
--- | ||
title: User sharing | ||
--- | ||
tocdesc: Enables you to share records/drafts with other Zenodo users. | ||
--- | ||
body: | ||
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Users sharing enables you to share a draft or record with another Zenodo user. If the person you want to share a record with does not have a Zenodo account, you can instead use [link sharing](../link-sharing/). | ||
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##### Permissions | ||
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You can grant one more users one of the following four permissions: | ||
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- **Can view**: Grants access to view restricted/embargoed files of all current and future versions of a published record. | ||
- **Can preview draft**: Grants access to view drafts (unpublished records) and restricted/embargoed files of all current and future versions of a record/draft. | ||
- **Can edit**: Grants access to edit drafts and view restricted/embargoed files of all current and future versions of a record. | ||
- **Can manage**: Grants access to manage access, edit drafts and view restricted/embargoed files of all current and future versions of a record. | ||
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Note, the permissions apply to all current and future versions of a record. | ||
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### Overview | ||
--- | ||
menu: /help/docs/share | ||
--- | ||
docs_show_toc: true | ||
--- | ||
sort_key: 1 | ||
--- | ||
docs: | ||
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#### docsheader #### | ||
text: Share a record | ||
---- | ||
ref: share-record | ||
#### docsstep #### | ||
step: 1 | ||
---- | ||
text: Go to the record you would like to share, and click the blue **Share** button. | ||
---- | ||
image: button.png | ||
#### docsstep #### | ||
step: 2 | ||
---- | ||
text: Click the green **Add people** button in the "Share access" dialog under the "People" tab. | ||
---- | ||
image: share-access.png | ||
#### docsstep #### | ||
step: 3 | ||
---- | ||
text: In the "Add people" dialog, use the **User** field to search for one or more users by name, username or email address. Note: only users who have [public profile visibility](../../profile/changing-profile-visibility/) can be found and added. | ||
---- | ||
image: add-people.png | ||
#### docsstep #### | ||
step: 4 | ||
---- | ||
text: Under **Access**, select the permission you would like to grant the selected users. | ||
#### docsstep #### | ||
step: 5 | ||
---- | ||
text: Choose if you want to **notify** the users and optionally write a message to the users. | ||
#### docsstep #### | ||
step: 6 | ||
---- | ||
text: Click the blue **Add** button to grant the users access. | ||
#### docsheader #### | ||
text: Share a draft | ||
---- | ||
ref: share-draft | ||
#### docsstep #### | ||
step: 1 | ||
---- | ||
text: From the [upload form](../../deposit/create-new-upload/#new-upload) click the blue **Share** button. Note, you must save and provide minimal metadata in order for the button to become enabled. | ||
---- | ||
image: button-deposit.png | ||
#### docsstep #### | ||
step: 2 | ||
---- | ||
text: Follow the [Share record](#share-record) instructions from step 2. | ||
#### docsstep #### | ||
step: 3 | ||
---- | ||
text: Note, to share a draft (unpublished record) you must grant one of following permissions: | ||
- can preview drafts | ||
- can edit | ||
- can manage permissions. | ||
#### docsheader #### | ||
text: Change permission for a user | ||
---- | ||
ref: change | ||
#### docsstep #### | ||
step: 1 | ||
---- | ||
text: Open the "Share access" dialog (see [share record](#share-record) and [share draft](#share-draft)) | ||
---- | ||
image: share-access-change.png | ||
#### docsstep #### | ||
step: 2 | ||
---- | ||
text: Click the drop-down menu in the **Access** column and choose a new permission. Once the change has been saved, it will be confirmed with a small green tick mark. | ||
---- | ||
image: change-saved.png | ||
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#### docsheader #### | ||
text: Remove a user | ||
---- | ||
ref: remove | ||
#### docsstep #### | ||
step: 1 | ||
---- | ||
text: Open the "Share access" dialog (see [share record](#share-record) and [share draft](#share-draft)) | ||
---- | ||
image: share-access-after.png | ||
#### docsstep #### | ||
step: 2 | ||
---- | ||
text: Click the red **Delete** button next to the user you want to remove access from. |
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