Share Environment

Share Environment

Environment sharing is a focused form of account collaboration that gives another user access to one selected environment without granting access to the complete account.
Environment OwnerKeeps full control over the shared environment.
CollaboratorsCan perform only the actions allowed by assigned roles.
BillingAll charges remain with the environment owner.
On this page

Open Collaboration Settings

1Select the environment

Choose the required environment and open Settings > Collaboration. The page lists all users who currently have access.

Environment collaboration settings
Environment owner view of Collaboration settings.
Collaborator view: A collaborator can see only their own assigned role for the current environment. The owner can manage sharing and role policies, but cannot edit the owner’s own roles.
Shared environment collaboration settings
Collaboration details shown to a user with shared access.

Understand the Access Table

  • Name — email addresses of users with environment access. Hover to see edit or remove actions.
  • Roles — roles assigned to each collaborator. Hover to see the combined policy list.
  • Access Level — the highest effective access level for the environment.
  • Status — active, pending acceptance, left, or suspended. The icon colour also indicates status.
Policies assigned through collaboration roles
Combined policies inherited from assigned roles.
Collaboration access level
Effective access level and the roles that provide it.

Add Direct Access

2Open the access dialog

Click Add. Select an existing collaboration member or choose Invite Member and provide an email address.

3Assign roles

Select at least one role. Use Create New Role when a custom permission set is required.

Environment Direct Access dialog
Select the member and assign one or more roles.
Direct access for a new user
Invite a new user by email and grant environment access.
Invitation flow: A newly invited user receives an email and can accept or reject the collaboration request.

Edit or Remove Access

4Manage an existing record

Select a collaborator. Use Edit to change directly assigned roles or Remove to revoke direct access.

Manage direct access
Edit assigned roles or remove direct environment access.
Removing direct access does not always remove every access path. The environment may still be available through another collaboration rule, such as a shared environment group.

Open Account Collaboration

The environment owner can use the Account Collaboration button to open User Settings > Collaboration > Shared by Me for broader collaboration management.

What’s next?

  • Collaboration Overview
  • Collaboration Roles & Policies
  • Create Collaboration
  • Collaboration User Experience