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Everything you create in Merciv lives inside your organization and is private to you by default. Teammates never see your items until you share them. From there, sharing works along three axes: per-user sharing, organization-wide sharing, and public links.

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Per-user sharing

The share dialog is the same across projects, reports, stories, artifacts, and Knowledge files and folders. Open it from the Share action on an item, search for teammates by name, choose Viewer or Editor, and click Add Users.
  • Viewer — can open and read the item.
  • Editor — can also modify it and share it with others.
  • Owner — the creator; has full control, including delete. The owner’s access can’t be changed or removed.
Only editors and owners can share an item — viewers see “You do not have permission to share this item.” The access list in the dialog shows everyone with access; editors and owners can switch others between Viewer and Editor or remove them. When you share something, the recipient gets an in-app notification in their Inbox linking to the item.

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Project access levels

Projects use the same model with project-specific effects:
  • Owner — everything, including deleting the project.
  • Editor — rename the project, edit its description and cover, create items inside it, and share it.
  • Viewer — read-only; no Share button, no editing.
Sharing a project shares access to the work grouped inside it, which is the fastest way to give a teammate a whole body of related work at once. See Projects.

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Organization-wide sharing

Two places support making something visible to your whole organization:
  • Stories — organization admins see an “Everyone at [organization]” toggle in a story’s share dialog, granting view access to everyone in the organization.
  • Knowledge files and folders — the uploader can switch an item between Private and Organization access. See Organizing and sharing.
Projects, chats, reports, galleries, and artifacts do not have an organization-wide toggle — they are shared per-user only. Some items can be shared outside your organization with a view-only link that works without a Merciv account:
  • Reports — switch visibility to Public to generate a share link; anyone with the link can view the report. Switching back to Private expires the link immediately. See Sharing and exporting reports.
  • Stories — organization admins can toggle “Anyone with the link” to publish a story publicly.
  • Artifacts — toggle a public link on an artifact’s share menu.
Public-link visitors can only view — they can never edit.
Public artifact links are available on select plans. Contact your Merciv representative if you don’t see the option.

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What can’t be shared

Chats are always private to their creator. There is no share option on a chat, and no one else — including organization admins — can open your conversations. To share the outcome of a chat, share the artifact it produced or copy its content into a report.

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Roles in your organization

  • Member — the default role. Full product use, personal settings, and per-user sharing of items they own.
  • Organization admin — everything a member can do, plus organization settings: inviting and removing members, toggling other members’ admin status, managing approved email domains, branding, billing, organization-wide story sharing, and public story links.
  • Primary admin (owner) — the organization’s designated owner, with guaranteed billing access.
Admins manage members and roles under Settings → Members. See Managing your organization. Note that admin status doesn’t bypass item privacy — a member’s private items stay private.

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Good to know

  • Access changes apply in near-real time. Someone who loses access to an open item may be redirected the next time it loads.
  • Opening a link without access shows “No access — You don’t have access to this project” (or the equivalent for the item type) and returns you to Home. Ask the owner to share it with you.
  • Sharing is organization-scoped. Per-user sharing only reaches members of your organization; use public links to reach anyone else.
  • Deleting is archiving. Deleted projects, chats, reports, and galleries disappear from all lists and can’t be restored self-service — contact support if you deleted something by mistake.