Better support starts with consent
Plan a guided support session around a narrow purpose, understandable permissions, deliberate actions, and an explicit ending.
Read the guideJournal collection
Privacy & control guides
Make sharing an intentional decision. Learn to separate viewing from editing, review both workspace and destination access, and plan a support session around an understandable scope and an explicit ending.
A useful starting point: begin with the connected topic guide, then work through the articles below. Each offers a distinct part of the workflow rather than repeating the same overview.
Open the connected guideArticles in this collection
2 connected guides in this collection
Share the work, not everything
Define who can view, edit, invite, and export. Review workspace access, linked destinations, retention, and the end of a project.
Read the guidePut the reading into practice
Choose one question from your current work. Use the ideas in this collection to define the outcome, select the references, and explain the next action. Keep the scope small enough to evaluate the result.
Explore the read-only workspace examples for a concrete structure, or adapt a text planning template in your approved collaboration tool.