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Sharing & Permissions

Copera gives you fine-grained control over who can access each document. You can share documents with specific workspace members, control their permission level, and even publish documents publicly with a shareable link.

Permission Levels​

Each person you share a document with receives one of the following permission levels:

LevelWhat They Can Do
ViewerRead the document. Cannot edit content or change settings.
EditorRead and edit the document content. Cannot manage sharing settings.
AdminFull control --- edit content, manage sharing settings, and delete the document.

The document creator is automatically an Admin. Workspace administrators also have Admin access to all documents within the workspace.

Sharing with Team Members​

To share a document with specific people:

  1. Open the document and click the Share button in the header.
  2. The Share dialog opens showing the current list of people who have access.
  3. Search for a workspace member by name or email.
  4. Select the person and choose their permission level (Viewer, Editor, or Admin).
  5. Click Add to grant access.

The person immediately gains access and can navigate to the document from their Shared With Me section in the sidebar.

Removing Access​

To revoke someone's access, open the Share dialog, find the person in the list, and click the remove button next to their name. Their access is revoked immediately.

Changing Permission Levels​

To change a person's permission level, open the Share dialog and adjust the role dropdown next to their name. Changes take effect immediately.

Publishing Publicly​

You can publish any document as a public web page accessible to anyone with the link --- even people outside your workspace.

How to Publish​

  1. Open the Share dialog and switch to the Public tab.
  2. Click Publish to generate a public URL.
  3. Copy the URL and share it wherever you like --- email, social media, a website, or a chat message.

Public Document Options​

When a document is published publicly, you can configure additional options:

  • Search engine indexing (Crawlable) --- Enable this to allow search engines like Google to index your public document. When enabled, the document may appear in search results, increasing its visibility. Disable it to keep the document accessible only to people with the direct link.
  • Feedback --- Enable a feedback mechanism that lets public visitors provide reactions or comments on the document.
  • Contact form --- Add a contact form to the public document to capture leads or inquiries from visitors. Learn more in Contact Forms.

Revoking Public Access​

To make a public document private again, open the Share dialog, switch to the Public tab, and click Revoke. The public URL immediately stops working, and anyone who tries to access it will see an error page.

Document Sections and Visibility​

Documents appear in different sections of the sidebar depending on the viewer's relationship to them:

  • My Docs --- Documents you created.
  • Team Workspace Docs --- Documents shared with the entire workspace.
  • Shared With Me --- Documents other people have explicitly shared with you.
  • Starred --- Documents you have starred for quick access.

Inherited Permissions​

When you share a parent document, child documents in the tree may inherit the sharing settings depending on your workspace configuration. This makes it easy to share an entire branch of your document tree without configuring each page individually.

Next Steps​