Team content sharing

Once your team is configured, several content types can be shared between members or kept private. This behavior varies by content type. This page recaps everything in a table, then details each category.

Recap table

The Owner always sees everything (including content marked Private by Inspector sub-accounts). Inspectors see their own content + content explicitly shared.

Projects

When creating a project, you choose its visibility:

• Private — visible to you only (the creating Inspector). The Owner also sees it since they have access to everything.
• Shared — visible to all team members. Any member can consult, and an Inspector other than the creator can be assigned to project inspections.

Visibility can be modified after creation via Edit Project.

See Chapter 12 for details.

Inspections

An inspection inherits the visibility of its parent project. If the project is Private, its inspections are visible to the creator only. If the project is Shared, all its inspections are visible to the team.

The assigned inspector for an inspection is set at creation time (a single inspector per inspection — no simultaneous co-inspection). The Owner sees all inspections regardless of assignee.

Narratives (Narrative Bank)

Each narrative in the Bank has a visibility:

• Private — visible to you only as the creating inspector. No other member accesses it.
• Shared with team — visible to all members during their report writing.

Best practice: keep experimental or to-validate narratives private, and switch them to shared once validated on a few reports.

See Chapter 8 for details.

Images (Image Bank)

Each image has a Keep private checkbox:

• Checked — image is visible to you only.
• Unchecked — image is shared with your team.

The dropdown filter above the grid lets you switch between All / Default images / Shared images / Private images.

See Chapter 13.2 for details.

Report templates

Each personal template has a chip dropdown in the editor header:

• Personal — “Only you can see this template”.
• Team — “Members of your team can use this template”.

System templates (BNQ 3009-500, Pre-handover) are always accessible to all, with no visibility option.

Best practice: develop your template in Personal mode while you adjust it, then switch to Team when you are confident it represents the firm’s practice.

See Report Template section for details.

Personal contract templates

The custom service agreement templates you create in Business Configuration > Service Agreements can be:

• Personal — usable by you only.
• Shared — available to all members when preparing a quote.

See Chapter 10.2 for details.

The All projects / My projects filter

On the Projects page, a toggle automatically appears when you are in a team:

• All projects — sees your activity + that of other members (per their project visibility).
• My projects — restricts to those where you are the creator or assigned inspector.

This toggle is purely a display filter. It changes nothing about actual project visibility.

See Chapter 12.3 for details.

What is never shared

A few elements always remain private to an individual member, regardless of related content visibility:

• Personal profile — your name, phone, signature, profile photo.
• Individual notifications — your notification preferences are not shared with the team.
• Personal calendar — your integrated calendar (if any) stays personal.
• Narratives drawn from the Bank in an inspection — each inspector inserts and adapts narratives independently in their report, even if the source narrative comes from a shared bank.

See also

• Overview
• Roles and permissions
• Team best practices
• Chapter 12 — Project management
• Chapter 8 — The Narrative Bank
• Chapter 13 — Your personal libraries