Sharing & Access

Surfboard supports three sharing modes: invite by email for specific people with view or edit access, workspace sharing for your whole team with view or edit access, and public link sharing for read-only access without requiring a sign-in.

How sharing works:

1. Click the Share button in the top right of any board or project
2. Enter the email address of the person you want to share with
3. Choose their access level — View (read-only) or Edit (can modify content and refresh data)
4. Send the invite — the recipient gets a secure link by email and access is granted the moment they sign in. There's no separate invitation acceptance step.

If the recipient doesn't have a Surfboard account yet, they're prompted to create one with the invited email when they open the link.

Workspace sharing:

To share with your whole team:

1. Click the Share button in the top right of any board or project
2. Under General access, change the dropdown from Restricted to Anyone in workspace
3. Choose the access level - View (read-only) or Edit (can modify content and refresh data)
4. Click Copy link at the bottom of the dialog - anyone in your workspace can now open it without an individual invite

Unlike public sharing, recipients still need to be signed in to a workspace account.

Public link sharing:

To share a document publicly:

1. Click the Share button in the top right of any board or project
2. Under General access, change the dropdown from Restricted to Public
3. Click Copy link at the bottom of the dialog - anyone with the link can now view without signing in

A sign-in button is available for recipients who want to open the full app.

Managing access:

The same Share dialog shows everyone who currently has access. From there you can:

• Change access level – Upgrade a viewer to an editor, or vice versa
• Revoke access – Remove someone from the board or project
• See who has access – Full list of collaborators with their permission levels

Owners have full control over visibility. If someone tries to open a link they don't have access to, they see a "You need access" screen and can request it — the owner can grant access directly from that request, which sends the person an email invitation.

Exporting and Sending

Beyond sharing inside Surfboard, you can push a document's content out to other tools:

• Export to Google Drive – Open the document → three-dot menu (⋯) → Export to Google Drive → choose a destination folder. Once exported, Surfboard can detect the linked Google Doc and pull the latest content before any future updates.
• Export to OneDrive – Same flow → Export to OneDrive → choose a destination folder. An Open link in the export dialog jumps straight to the file in OneDrive. Requires OneDrive connected.
• Send via Email – Three-dot menu (⋯) → Send via Email → choose your Gmail or Outlook account → add recipients → confirm. Requires Gmail or Outlook connected.