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Share Request Workflow

When you're not the owner of a chatbot, you can request to share it with others.

How It Works​

  1. Request - You request to share a chatbot
  2. Review - Owner receives the request
  3. Approve/Deny - Owner makes a decision
  4. Result - Access is granted or denied

Submitting a Share Request​

  1. Open the chatbot (one shared with you)
  2. Go to "Settings" > "Sharing"
  3. Click "Request to Share"
  4. Enter who you want to share with
  5. Add a reason (optional)
  6. Click "Submit Request"

Request Status​

StatusDescription
PendingWaiting for owner review
ApprovedOwner granted the request
DeniedOwner rejected the request
ExpiredNo response within 7 days

Viewing Your Requests​

  1. Go to "Teams" > "Share Requests"
  2. View all your pending and past requests
  3. See status and responses

For Owners: Reviewing Requests​

View Pending Requests​

  1. Go to "Teams" > "Share Requests"
  2. Or check the notification bell
  3. See all pending requests

Approve a Request​

  1. Click on the request
  2. Review the details
  3. Click "Approve"
  4. Access is granted automatically

Deny a Request​

  1. Click on the request
  2. Review the details
  3. Click "Deny"
  4. Optionally add a reason

Notifications​

  • Requesters receive email when request is reviewed
  • Owners receive email when new request is submitted
  • In-app notifications also appear

Best Practices​

For Requesters​

  • Provide clear reasons for sharing
  • Request appropriate access levels
  • Follow up if no response

For Owners​

  • Review requests promptly
  • Consider business need
  • Document decisions