Sharing with people outside your Organization

Sometimes the person you need is not in your Organization: a client reviewing a proposal, a contractor on one project, an accountant once a year. You can invite them into a single conversation by email, without giving them anything else. People who join this way are guests.

Share a conversation#

You share from the same window you use to add teammates:

1. Open the Thread or Breakout, click its name in the title pill and choose People, then click Change at the top. The Add a participant window opens, as described in People in the room.
2. Under the list of members is Share by email. Type one or more addresses in Email addresses. Separate them with spaces, commas or semicolons.
3. Click Share.

This shares the conversation you opened the window from: the Thread's main conversation, or the Breakout.

If an address does not look right, Rally says Enter valid email addresses, separated by spaces, commas, or semicolons. If sharing fails, it says The conversation couldn't be shared. Try again.

What you are sharing#

Sharing gives access to one conversation and nothing around it:

• Sharing a Thread shares the main conversation only. Its Breakouts stay private.
• Sharing a Breakout shares that Breakout only. The guest does not get the Thread's main conversation, its other Breakouts, or its list of participants.

Inside what you shared, a guest can read and write messages and open the artifacts and files that belong to that conversation. They get access to the conversation itself, not loose copies of the files.

What the guest sees#

The guest gets an email with a link to the conversation. Signing in with that email address is all it takes: there is nothing to accept. Only someone who can sign in as that address gets in, so a forwarded invitation is no use to anyone else.

Guests use Rally in a web browser, in a lighter version of the app made for this. They see the conversations shared with them and the names of the Channels and Threads those conversations sit in, and nothing else in your Organization. They cannot create Channels or browse your Organization's directory. Rally in a web browser shows what that looks like from their side.

In the Members list in Settings, guests appear with a Guest badge.

Taking access back#

People you shared with who have not signed in yet are listed under the share form as Guest. Click the × beside one to withdraw their invitation. If they signed in a moment before, Rally says They have already joined. Remove them from the participants instead.

Rally does not yet have a button in the app for ending the access of a guest who has joined. If you need that done, write to help@rallywith.ai with the conversation and the guest's email address. Contacting support says what else to include. In the meantime, do not post anything in that conversation that the guest should not read.

However access ends, the same things happen:

• Once access is removed, the guest stops seeing the conversation within moments, even if they have it open, and cannot reopen it.
• A withdrawn invitation opens nothing. The person following its link can sign in, but the conversation is not there for them.
• Ending access to a shared Breakout leaves anything else that was shared with them separately, such as the main conversation, untouched.

Turning a guest into a member#

If a guest becomes a regular collaborator, an Organization owner or administrator can make them a full member: in the Members list in Settings, click Make member beside their name and confirm. See Roles: owners, administrators, members and guests.

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