Share Types Overview
| Share Type | Data Sharing | Use Case |
|---|---|---|
| Delegation | Same helper, shared entries | Someone logs on your behalf |
| Collaboration | Same helper, shared entries | Work together on shared data |
| Template | Structure only, no data | Share your helper format |
| Admin Assigned | Structure only, no data | Gift helpers to users |
Share Types
Delegation
Someone logs entries on your behalf. You maintain ownership and see everything.
Collaboration
Work together with shared visibility. Both parties can view and contribute.
Template
Share the helper structure only. Recipients get their own copy with no shared data.
Admin Assigned
Admins gift helpers to users. Structure is copied, entries are not.
Delegation
Delegation is designed for caregiving scenarios where someone helps you track things. Examples:- A caregiver logging meals for a family member
- A personal assistant tracking expenses
- A nurse recording vitals for a patient
Entries added by delegates are marked with “on behalf of” attribution, so you always know who logged what.
Collaboration
Collaboration creates shared access where both parties work together. Examples:- Couples tracking shared expenses
- Roommates managing a chore schedule
- Small teams logging project tasks
Template Sharing
Share your helper structure without any data. Recipients get their own independent copy. Examples:- Sharing a workout tracker template with a friend
- Distributing a budget helper to family members
- Publishing a recipe collection format
Template shares create a complete copy. Changes to the original do not affect copies, and vice versa.
Admin Assigned Helpers
Admins can gift helpers to users through VIP campaigns or direct assignment. How It Works:- Admin creates or selects a helper to share
- Admin assigns it to a user (by email or user ID)
- User receives a copy of the helper structure
- No entries are copied—user starts fresh
- Onboarding new users with starter helpers
- VIP campaigns with curated helper sets
- Company-wide template distribution
Admin assigned helpers appear in the user’s helper list just like their own helpers. The user has full ownership of their copy.
Roles & Permissions
| Role | View | Add | Edit | Delete | Manage Shares |
|---|---|---|---|---|---|
| Viewer | ✓ | ✗ | ✗ | ✗ | ✗ |
| Contributor | ✓ | ✓ | Own only | Own only | ✗ |
| Editor | ✓ | ✓ | ✓ | ✓ | ✗ |
Sharing Methods
- Email Invite
- Join Link
Enter an email address to send a private invite. The recipient must sign in with that email to claim access.
- Open Share dialog
- Enter email address
- Select role
- Send invite
Managing Active Shares
View and manage all shares from the Share dialog:- View members: See who has access and their role
- Resend invite: Send another email for unclaimed invites
- Change role: Upgrade or downgrade permissions
- Revoke access: Remove someone’s access immediately
Claiming a Share
When you receive a share invite:Telegram Group Sharing
Share helpers with Telegram groups for collaborative logging via chat.
Members are tracked by their Telegram username for attribution.
Best Practices
Use Delegation for Caregiving
Use Delegation for Caregiving
When someone is helping you track things (not tracking for themselves), use delegation. This keeps ownership clear and provides proper attribution.
Use Collaboration for Shared Goals
Use Collaboration for Shared Goals
Use Templates for Sharing Formats
Use Templates for Sharing Formats
When you want to share how you track something (not the data itself), use template sharing.
Audit Shares Regularly
Audit Shares Regularly
