> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Collaboration Overview

> Team collaboration via projects, channels, and granular sharing/permissions

Cloosphere extends AI use beyond individual work to team-level collaboration. Bundle documents and chats into Projects, communicate in real time with teammates in Channels, and safely share resources with fine-grained access control.

<Frame caption="Access Projects and Channels directly from the sidebar">
  <img src="https://mintcdn.com/cloocus/KaBbk3O9rWexEgxk/images/en/collaboration/overview-sidebar.png?fit=max&auto=format&n=KaBbk3O9rWexEgxk&q=85&s=9c85d6abd015e8866bf9719788b65401" alt="Collaboration sidebar" width="2000" height="949" data-path="images/en/collaboration/overview-sidebar.png" />
</Frame>

***

## Collaboration Features

<Columns cols={3}>
  <Card title="Projects" icon="folder-open" href="/en/collaboration/projects">
    Bundle Knowledge Bases + chats into one space and share with teammates. The AI references project documents to answer.
  </Card>

  <Card title="Channels" icon="hashtag" href="/en/collaboration/channels">
    Team messaging space. Slack-style communication with threads, reactions, and real-time typing indicators.
  </Card>

  <Card title="Sharing & Permissions" icon="shield-halved" href="/en/collaboration/sharing-permissions">
    Granular control over resource read/write permissions by group, organization, or individual.
  </Card>
</Columns>

***

## Collaboration Flow

The flow: bundle documents and chats from individual work into projects, communicate with the team in channels, and safely share via access permissions.

```mermaid theme={null}
flowchart TD
    subgraph Individual_Work
        A[Chat with agent/model] --> B[Generate chat history]
        C[Upload documents] --> D[Build Knowledge Base]
    end

    subgraph Team_Collaboration
        E[Create project] --> F[Unified doc + chat management]
        F --> G[Share with teammates]
        H[Create channel] --> I[Real-time team messaging]
        I --> J[In-depth discussion via threads]
    end

    subgraph Permission_Management
        K[Set access permissions] --> L[Group-based read/write]
        K --> M[Inherit by organizational unit]
        K --> N[Per-user assignment]
    end

    B --> E
    D --> E
    G -.-> K
    H -.-> K
```

***

## Feature Comparison

| Feature                 | Projects                      | Channels                      | Sharing & Permissions     |
| ----------------------- | ----------------------------- | ----------------------------- | ------------------------- |
| **Purpose**             | Unified doc + chat management | Real-time team messaging      | Resource access control   |
| **Audience**            | Individual / small team       | Whole team / department       | All workspace resources   |
| **AI integration**      | Project-doc-based RAG chat    | -                             | -                         |
| **Real-time**           | -                             | Socket.IO real-time messaging | -                         |
| **Sharing model**       | Copy-based                    | Access-permission-based       | Group/Org/User assignment |
| **Creation permission** | All users                     | Admins only                   | Admins set per group      |

***

## Sharing Model Comparison

Cloosphere offers two sharing models depending on resource type.

<Tabs>
  <Tab title="Access-permission-based">
    Add groups/organizations/users to the original resource. Edits to the original are reflected immediately to all sharees.

    **Applies to:** Agents, Knowledge Bases, channels, tools, guardrails, prompts, glossaries

    | Pro               | Con                              |
    | ----------------- | -------------------------------- |
    | Real-time sync    | No personalization               |
    | Storage-efficient | Original changes affect everyone |
  </Tab>

  <Tab title="Copy-based">
    A separate copy is created on share. Each user can edit freely.

    **Applies to:** Projects, Schedules

    | Pro                      | Con                              |
    | ------------------------ | -------------------------------- |
    | Each can edit freely     | Original changes don't propagate |
    | Personalization possible | More storage used                |
  </Tab>
</Tabs>

***

## Example Setup: Marketing Team Collaboration

```mermaid theme={null}
flowchart TD
    A[Marketing Agent] -->|Access permission| B[Marketing Group]
    C[Q1 Campaign Project] -->|Copy share| D[Member A]
    C -->|Copy share| E[Member B]
    F[#marketing channel] -->|Access permission| B
    G[Campaign KB] -->|Access permission| B
```

| Resource               | Sharing Model            | Audience                   |
| ---------------------- | ------------------------ | -------------------------- |
| **Marketing Agent**    | Access permission (read) | Marketing group            |
| **Campaign KB**        | Access permission (read) | Marketing group            |
| **Q1 Project**         | Copy share               | Individual copy per member |
| **#marketing channel** | Access permission        | Marketing group            |

***

## Get Started

<Steps>
  <Step title="Create a project">
    Create a project from the sidebar and upload documents. Talk to the AI in the project context.
  </Step>

  <Step title="Join channels">
    Join team channels from the channel list in the sidebar. Send messages and discuss in threads.
  </Step>

  <Step title="Set permissions">
    Configure access permissions for workspace resources (agents, Knowledge Bases, etc.) per group to share with the team.
  </Step>
</Steps>

<Tip>
  Projects are personal document spaces using **copy-based sharing**, while channels and workspace resources use **access-permission-based sharing**. Pick the right model for your use case.
</Tip>

***

## Per-Role Guide

| Role             | Main Activities                                     | Reference                                                                              |
| ---------------- | --------------------------------------------------- | -------------------------------------------------------------------------------------- |
| **Regular user** | Create projects, join channels, send messages       | [Projects](/en/collaboration/projects), [Channels](/en/collaboration/channels)         |
| **Team lead**    | Share projects, manage resource permissions         | [Sharing & Permissions](/en/collaboration/sharing-permissions)                         |
| **Admin**        | Create/manage channels, set up groups/organizations | [User Management](/en/admin/users), [Organization Management](/en/admin/organizations) |