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

# Sharing and Collaboration

> Invite stakeholders to co-build business cases and accelerate deal velocity

In complex B2B sales, buyers make the decision—your job is to equip them with the story and data to win internally. Sharing your business case with champions, economic buyers, and internal team members creates alignment, builds trust, and drives deals forward faster.

<Info>
  Business cases with active collaboration close at a **2.5x higher rate** compared to cases built in isolation.
</Info>

***

## Why Share Your Business Case

Collaboration transforms your business case from a static document into a living deal tool:

* **Empower your champion** to sell internally with real-time data and customized scenarios
* **Align stakeholders** by giving buying committee members visibility and input
* **Accelerate decisions** through transparent, interactive value discussions
* **Build trust** by co-creating the business case with your buyer
* **Keep internal teams synced** so AEs, SEs, and managers work from the same playbook

The Sharing Modal gives you complete control over who can access your business case and what they can do with it.

***

## Opening the Sharing Modal

1. Open any business case
2. Click the **Share** button in the top navigation bar
3. The Sharing Modal opens, showing current collaborators and access settings

***

## Adding Collaborators

### Invite by Email

1. In the **Add a collaborator** field, type an email address
2. Press Enter or click **Next** to proceed
3. Add multiple recipients at once by separating emails with commas

<Info>
  **Internal users** (your teammates) can be found via autocomplete search. **External users** (buyers, champions) are added by email address.
</Info>

### Choose a Role

When inviting collaborators, assign one of two roles:

| Role          | Can View | Can Edit | Can Comment | Best For                                                                      |
| ------------- | -------- | -------- | ----------- | ----------------------------------------------------------------------------- |
| **Editor**    | ✓        | ✓        | ✓           | Champions, buying committee members who need to customize inputs or scenarios |
| **Commenter** | ✓        | —        | ✓           | Stakeholders who provide feedback but shouldn't change numbers or assumptions |

<Tip>
  Start with **Editor** access for champions—it lets them take ownership and build confidence in the numbers.
</Tip>

### Send the Invitation

After selecting recipients and roles:

1. **Notify recipient** (optional): Sends an email invitation with a link to the business case
2. **Add a custom message** (optional): Include up to 500 characters of context
   * Example: "Hi Sarah, here's the draft ROI we discussed. Can you validate the cost assumptions in the Operations section?"
3. Click **Send** to deliver the invitation

<Info>
  If you uncheck "Notify recipient," collaborators are added silently—useful when adding internal teammates who will access the case through your shared workspace.
</Info>

***

## Internal vs. External Collaborators

### Internal Collaborators (Your Team)

Internal collaborators are members of your organization—AEs, SEs, managers, marketing, or customer success.

**What they can do:**

* View all business cases in your workspace
* Edit or comment based on their assigned role
* See internal notes and data not visible to external users
* Access admin settings if they have appropriate permissions

**When to add internal collaborators:**

* Bring in an SE to validate technical assumptions
* Loop in your manager for deal review
* Coordinate with customer success on post-sale value tracking

<Note>
  Internal users must have an account in your organization's workspace.
</Note>

### External Collaborators (Buyers and Champions)

External collaborators are people outside your organization—typically your buyer, champion, economic buyer, or other buying committee members.

**What they can do:**

* Edit inputs, assumptions, and use cases based on their role across all scenarios
* Add comments and questions
* Share the business case with other stakeholders using the link

**When to add external collaborators:**

* Give your champion edit access to co-build the ROI story
* Invite the CFO or procurement as commenters for transparency
* Loop in IT or operations leads to validate technical assumptions

<Info>
  External users can access all scenarios in the business case. All scenarios are visible to collaborators once
  they're added to the business case.
</Info>

**Key differences:**

| Feature                    | Internal    | External            |
| -------------------------- | ----------- | ------------------- |
| Account required           | Yes         | No (email verified) |
| Access workspace-wide data | Yes         | No                  |
| Manage integrations        | Admins only | No                  |

***

## Link Sharing Settings

Control who can access your business case via shared link:

### Link Access Options

In the **External Link Access** section of the Sharing Modal, choose:

* **Editor**: Anyone with the link can view and edit the business case
* **Commenter**: Anyone with the link can view and comment, but not edit
* **No Access**: Link sharing is disabled; only invited collaborators can access

<Info>
  Users must provide their email address before opening the business case, even with a public link. This ensures you know who's viewing your work.
</Info>

### When to Use Each Setting

**Editor (Recommended for Buyers)**

* Use when sharing with your champion or buying committee
* Allows them to adjust inputs and assumptions as they socialize the case internally
* Builds ownership and confidence in the numbers

**Commenter**

* Use when sharing with peripheral stakeholders who need visibility but not editing rights
* Useful for compliance, legal, or security reviewers

**No Access**

* Use for highly confidential deals or when you want complete control over who sees the business case
* All access requires explicit invitation

<Tip>
  Start with **Editor** access during active deal stages, then switch to **Commenter** or **No Access** once the deal is closed or in legal review.
</Tip>

***

## Managing Existing Collaborators

The Sharing Modal displays all current collaborators with their roles.

### Change a Collaborator's Role

1. Find the collaborator in the list
2. Click their current role (e.g., "Editor")
3. Select a new role from the dropdown

<Info>
  Only the business case **owner** and **admins** can change collaborator roles.
</Info>

### Remove a Collaborator

1. Find the collaborator in the list
2. Click the **Remove** icon (trash can)
3. Confirm removal

<Warning>
  Removed collaborators lose access immediately, including any in-progress edits.
</Warning>

***