Sharing and collaborating

This section covers all collaboration and permission features in Optivation.

1Collaboration

Start here

The basics, in the order most people need them.

Real-time EditingThis guide explains how Optivation handles multiple users working on the same page simultaneously.Team ChatTeam Chat allows you to communicate with other users directly within a page or database view.CommentsThis guide explains how to use comments on page blocks to collaborate with your team.NotificationsThis guide explains how to use the notification inbox to stay updated on mentions and comment activity.SharingThis guide explains how to share pages and manage access permissions in Optivation.Share LinksThis guide explains how to create and manage public share links for pages.EmbeddingEmbed an Optivation page, database, or form into any website or blog post using a single HTML snippet.Team ManagementThis guide covers how to manage your team in Optivation, including inviting members, managing permissions, and using…Team RolesThis guide explains how to manage team roles and permissions in Optivation.Access GroupsThis guide explains how to create and manage access groups for easier permission management.

Other areas

Getting StartedPagesDatabasesInbox & ContactsInbox RulesFlows

Quick Reference

Permission Levels

Level	View	Comment	Edit
View	✅	❌	❌
Comment	✅	✅	❌
Edit	✅	✅	✅
No Access	❌	❌	❌

Role Capabilities

Capability	Member	Admin
View pages	✅	✅
Edit own pages	✅	✅
Manage team members	❌	✅
Manage access groups	❌	✅
Change member roles	❌	✅
Manage resource permissions	❌	✅

Getting Started

1. Set up your team - Invite members and assign roles
2. Create access groups - Organize users for easier permission management
3. Share your pages - Grant access to individuals or groups
4. Collaborate - Use comments and @mentions to communicate