Collaborate in a Dropbox DocSend Space (data room)

Add Space collaborators to your Space (data room) to allow others to manage content and keep it up to date.

Add or remove a Space collaborator

Creating a Space makes you the data room owner by default. You can add or remove team members to become collaborators. 

To add a Space collaborator:

1. Log in to your DocSend account.
2. Click Spaces in the left sidebar. 
3. Click the data room you’re adding collaborators to.
4. Click ☑ (add) under the Space title.
5. Search for the team member you want to add as collaborator.
6.  Click ☑ (add) next to their name.
7. Click Save.

Your collaborators will now see options to manage and share the Space (see screenshots below). Learn how to add team members to DocSend.

To remove a Space collaborator:

1. Log in to your DocSend account.
2. Click Spaces in the left sidebar.
3. Click the Space you’re removing collaborators from.
4. Click ☑ (add) under the Space name.
5. Click the X (remove) next to the collaborator you’re removing.
6. Click Save.

Sharing links to Spaces

To share your data room via link:

1. Log in to your DocSend account.
2. Click Spaces in the left sidebar.
3. Click the Space you’re creating a link for.
4. Click Share in the upper-right corner. 
5. Click Create Link. 
6. Type name of company or client under Name link.
7. Customize link if desired.
8. Click Create link. 

You can now copy and paste the link to recipients to share your Space with visitors.

Add content to a Space

To add content to a team folder:

1. Log in to your DocSend account.
2. Click Spaces in the left sidebar.
3. Click the Space that you want to add content to.
4. Click Add content.
5. Select Upload new content.
6. Choose where you want to upload content from.
7. Select your files.
8. Click Upload or Select, depending on content source.

Space owners and collaborators can do the following:

• Add, remove, edit, reorder content, or Space folders.
• Edit the Space link settings.
• Edit the Space title, subtitle, and header image.
• Add and remove collaborators.
• Delete the Space.
• Send Space Notifications.
• Receive notification emails when someone visits a Space.

Only Space owners can do to the following:

• Receive desktop notifications.
• Receive notification emails when someone visits a disabled Space.
• Sync Salesforce, IFTTT, and Zapier visitor data.

Account owners and team admins automatically have the same access permissions as Space collaborators, but must be manually added as collaborators of a Space to receive visit notifications.  Once added to a Space, the Space will appear under Spaces > My Spaces.

Additional details:

• Account owners, team admins, and collaborators can preview content added to a Space, even if it’s in a personal folder.
• Account owners and team admins automatically have the same access permissions as collaborators across all Spaces their team members create, but won’t receive visit notifications unless they’re added as a collaborator. Users can see who’s an admin in the collaborator model.
• Account owners and team admins can add themselves as a collaborator to a Space as needed, but team members need to be invited.
• The same settings will apply for admins, Space collaborators and team members when accessing content in personal folders. 
• If a member or an admin is added as a collaborator in a Space, they’ll have view-only access to the content in team folders.